Sentences with phrase «practice life annuities»

Not exact matches

To stress - test your budget, he suggested practicing living off an amount equal to your guaranteed sources of retirement income for at least six months, including pensions, Social Security, annuities or — for the lucky few — trust funds.
As stated before, the majority of their business comes mostly from term life insurance policies and annuities, a business practice that comes with modest earnings, yet not enough to allow for the company to expand.
Whether as part of a large law firm practice or in corporate legal departments, each of us has worked in depth with the issues relating to life insurance, annuities, property and casualty, life settlements and premium finance, financial guaranty, title and healthcare lines.
My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).
Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.
Defended class action claims against life insurer alleging false and deceptive practices in marketing of annuity products.
We have represented our insurance clients as lead counsel in a variety of litigation and dispute resolution matters including: Life and Annuity Sales Practices Including class action and individual cases alleging misleading and deceptive sales practices and breaches of duty pursuant to a variety of theories of liability related to life, annuity, and retirement produLife and Annuity Sales Practices Including class action and individual cases alleging misleading and deceptive sales practices and breaches of duty pursuant to a variety of theories of liability related to life, annuity, and retirement produlife, annuity, and retirement products.
Statement of Practice E4 provided that: «Life assurance policies and annuities are regarded as not being affected by the associated operations rule if, first, the policy was issued on full medical evidence of the assured's health and, second, it would have been issued on the same terms if the annuity had not been bought.»
As stated before, the majority of their business comes mostly from term life insurance policies and annuities, a business practice that comes with modest earnings, yet not enough to allow for the company to expand.
Posted in death benefit, insurance, life insurance, life insurance claim, life insurance claim process Tagged derelictionof goo practices, forced to use SS death list, insurance, intentional ignorance, life insurance, life insurance fallen short, life insurance turned blind eye, soccial security death list, SS list used to discontinue paying annuities
Falls Church, VA About Blog NAIFA - Texas members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments.
New York, NY About Blog ThinkAdvisor's Life and Health insurance articles provide leading coverage and expert analysis of the industry with a focus on life insurance, health insurance, annuities, and building your insurance practLife and Health insurance articles provide leading coverage and expert analysis of the industry with a focus on life insurance, health insurance, annuities, and building your insurance practlife insurance, health insurance, annuities, and building your insurance practice.
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