Tuesday, May 17, 2011

private annuity trusts | Insurance Liability Coverage


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Game Trust Closes $9 Million Series B Financing

Game Trust, the leading infrastructure provider for premium online casual games, announced today that it closed an oversubscribed $9 million Series B financing. The round was led by TWJ Capital and NJTC Venture Fund, and was joined by Patriot Capital. Series A investors, including CSK Ventures, Topspin Partners, Silicon Alley Venture Partners, Draper Associates and Elon Musk, also participated in the round.

Read the full story at http://www.prweb.com/releases/2005/11/prweb311303.htm


QFN Launches Corporate Blog—Offers Strategies for Advanced Wealth Planning

Dan Ahmad, president of QFN and leading financial advisor, announced today the launch of the company’s new blog, at: http://qaplan.typepad.com/blog (http://qaplan.typepad.com/blog).

Read the full story at http://www.prweb.com/releases/2006/10/prweb451393.htm


Thousands Now Sell Their Property Notes And Trust Deeds Who Never Knew They Could

How to get cash for your property notes in 1 easy step! Sell your mortgage notes the fastest and easiest way. Find out what your trust deed note is worth.

Read the full story at http://www.prweb.com/releases/2005/12/prweb317689.htm


ING U.S. Insurance CEO Catherine Smith Honored by Outward Bound

Read the full story at http://www.prweb.com/releases/2008/10/prweb1522264.htm


Southpac Announces 2009 Offshore Planning Institute in Las Vegas ? October 1-2, 2009

Southpac Group is pleased to announce the 2009 Southpac Offshore Planning Institute, to be held at the all-new Encore at the Wynn Las Vegas on October 1-2, 2009. The Southpac Institute will feature several of the nation?s foremost authorities addressing foreign and domestic asset protection trusts, offshore banking, and insurance and investment strategies to preserve wealth.

Read the full story at http://www.prweb.com/releases/2009/06/prweb2551244.htm


When A Will Isn??t The Way

We all need wills the question is are they enough? How do they work with beneficiaries and jointly held assets? ??Guarding Your Wealth?? is a nationally syndicated weekly personal finance column written by Jeffrey D. Voudrie, CFP. Mr. Voudrie is the president of Legacy Planning Group, a private wealth management firm that employs sophisticated proprietary strategies designed to protect and grow its clients investments. Please visit our website, http://www.guardingyourwealth.com (http://www.guardingyourwealth.com) to read past articles in our archive.

Read the full story at http://www.prweb.com/releases/2004/01/prweb97438.htm


The Horse Ain??t Dead Yet

??Guarding Your Wealth?? is a nationally syndicated weekly personal finance column written by Jeffrey D. Voudrie, CFP. Mr. Voudrie is the President of Legacy Planning Group, a private wealth management firm that employs sophisticated proprietary strategies designed to protect and grow its clients? investments. Please visit our website, http://www.guardingyourwealth.com (http://www.guardingyourwealth.com) to read past articles in our archive.

Read the full story at http://www.prweb.com/releases/2005/08/prweb273933.htm


Free Marketing Kit for Real Estate Professionals Reveals Ways to Attract New Clients with Tax Deferral Planning

Leading capital gain tax reduction firm QFN announced that it will license authorized use of its new Marketing Kit to real estate professionals who are interested in growing their business.

Read the full story at http://www.prweb.com/releases/2006/10/prweb446001.htm


Community Foundation of Greeley and Weld County Honors Cheryl Jarchow ? First Western Trust Bank Executive Recognized for Efforts to Promote Philanthropy

The Community Foundation of Greeley and Weld County announced today that Cheryl Jarchow, Vice President of First Western Trust Bank, was the recipient of the Community Foundation Serving Greeley and Weld County?s 2007 Dick Doyle Professional Advisors Award, presented annually to an advisor in Weld County who has made an impact on the growth of the Community Foundation.

Read the full story at http://www.prweb.com/releases/2007/10/prweb559657.htm


Advisor Reveals His True Colors Part 2

??Guarding Your Wealth?? is a nationally syndicated weekly personal finance column written by Jeffrey D. Voudrie, CFP. Mr. Voudrie is the President of Legacy Planning Group, a private wealth management firm that employs sophisticated proprietary strategies designed to protect and grow its clients? investments. Please visit our website, http://www.guardingyourwealth.com (http://www.guardingyourwealth.com) to read past articles in our archive.

Read the full story at http://www.prweb.com/releases/2005/06/prweb254805.htm


New Book: America?s Best Tax Strategies: Legitimate Ways to Save Income Taxes Now

Moore Kirkland & Beauston has made this new book available to help citizens of the United States save money on their income taxes every year. Thirty tax-saving strategies are explained in layman?s terms in America?s Best Tax Strategies. They relate to every person?s way of life. By reading this new book, anyone can reduce their income taxes legally and efficiently.

Read the full story at http://www.prweb.com/releases/2005/05/prweb236790.htm


Seniors Targets of Financial Charlatans

Seniors in your community may be targets of financial charlatans. I??ve received a number of disturbing reports recently from seniors about the abusive tactics of some advisors. Their actions are not only unethical, but they border on the criminal. You must be aware of these despicable tactics so you and your nest egg are protected. ??Guarding Your Wealth?? is a nationally syndicated weekly personal finance column written by Jeffrey D. Voudrie, CFP. Mr. Voudrie is the President of Legacy Planning Group, a private wealth management firm that employs sophisticated proprietary strategies designed to protect and grow its clients? investments. Please visit our website, http://www.guardingyourwealth.com (http://www.guardingyourwealth.com) to read past articles in our archive.

Read the full story at http://www.prweb.com/releases/2005/03/prweb219693.htm


S.D. Rockefeller Holdings, LTD. Announces Supriem (Bank and Trust Company), The Future of Banking

Supriem Rockefeller, known for his work in artificial intelligence (AI) in global currency options markets, development of international private insurance annuities and charitable trusts, has now turned his attention to providing worldwide private banking services for the individual accessible from any location, using any telecommunications device, at any time day or night, with the latest in biometric security.

Read the full story at http://www.prweb.com/releases/2006/07/prweb416864.htm


Recent Private Letter Ruling From IRS Answers Old Question Regarding Asset Protection Trusts

In a recent private letter ruling, the IRS ruled that assets in an asset protection trust were not includable in the grantor’s gross estate even though the grantor was a beneficiary of the trust. Accordingly, a U.S. taxpayer can use an offshore irrevocable life insurance trust to legally avoid all future U.S. taxes, protect trust property against creditors, and also enjoy trust assets.

Read the full story at http://www.prweb.com/releases/2010/06/prweb4067334.htm


Lorman Education Services Presents “Deferring Capital Gains Tax And Eliminating Estate Tax With The Private Annuity Trust” Teleconference on February 24, 2006

This “Deferring Capital Gains Tax And Eliminating Estate Tax With The Private Annuity Trust” Teleconference will help attendees learn about alternatives for deferring capital gains tax, how to protect assets from creditors, lawsuits and judgments, etc. and how to eliminate estate taxes regardless of the current estate tax exemption.

Read the full story at http://www.prweb.com/releases/2006/01/prweb332147.htm


Leader in Tax Deferral Planning Expands Reach; Adopts New Name

Industry leader in real estate and business sale tax deferral planning formerly known as Quantum Advisors, announced today that effective immediately, it will be known as ?QFN.?

Read the full story at http://www.prweb.com/releases/2006/09/prweb444175.htm


Marc R. Tow & Associates Presents Seminar Series on Private Annuity Trusts and Estate Planning; to be Held throughout Southern Calif.

Marc Tow of Marc R. Tow & Associates Marc R. Tow & Associates, a leading Orange County, Calif.-based firm specializing in estate planning and civil litigation is gearing up to present five 2-hour seminars on Private Annuity Trusts and Estate Planning at various locations throughout Southern California during the months of August and September.

Read the full story at http://www.prweb.com/releases/2006/07/prweb416507.htm


Madoff List: A Who?s Who of Whom to Sue

Israel Lustig, CEO of Intergenerational Wealth Preservation, Inc. Says Culpability Scope Widens to Client?s Own Advisors, Gatekeepers

Read the full story at http://www.prweb.com/releases/Madoff/Sue/prweb2122354.htm


Great Lakes Estate Planning (GLEP) announces Capital Gain/Recapture Tax Deferral using the Private Annuity Trust

Breakthrough trust allows business, real estate and stock owners a way to defer taxes untill age 70 1/2

Read the full story at http://www.prweb.com/releases/2004/05/prweb129643.htm


NAFEP Launches New Capital Gains Deferral Strategy

The National Association of Financial and Estate Planning has officially released its latest product known as the Self Directed Installment Sale (SDIS). This new product was developed as a replacement to the Private Annuity Trust which was used by clients who needed to defer capital gains taxes on highly appreciated assets.

Read the full story at http://www.prweb.com/releases/2007/05/prweb528437.htm


The Next Big Scandal

Equity Indexed Annuities and the sales practices used to sell them may well be the Next Big Investment Scandal you will hear about. You need to understand why and to think twice before you purchase one of these products. ??Guarding Your Wealth?? is a nationally syndicated weekly personal finance column written by Jeffrey D. Voudrie, CFP. Mr. Voudrie is the President of Legacy Planning Group, a private wealth management firm that employs sophisticated proprietary strategies designed to protect and grow its clients? investments. Please visit our website, http://www.guardingyourwealth.com (http://www.guardingyourwealth.com) to read past articles in our archive.

Read the full story at http://www.prweb.com/releases/2004/11/prweb182021.htm


Great Lakes Estate Planning uses Medicaid to protect Illinois clients assets

People no longer have to lose all of their assets when they have a major medical crisis or a nursing home need.

Read the full story at http://www.prweb.com/releases/2004/06/prweb130730.htm


Private Annuities: The most Complete Resource on the Market

New guidebook details intricacies of private annuities

Read the full story at http://www.prweb.com/releases/2011/4/prweb8292077.htm


Reyes Consulting Private Annuity Trust Insight Is Featured in Kiplinger?s September 2005

David Reyes, CEO of Reyes Consulting is featured in the September 2005 issue of Kiplinger??s Personal Finance magazine offering his insights on Private Annuity Trusts.

Read the full story at http://www.prweb.com/releases/2005/09/prweb281793.htm


A Powerful Listing Tool for the Real Estate Industry

The ultimate 1031 exchange for property owners, allowing a true exit of tax-trapped real estate. This allows real estate brokers and their agents to obtain listings that were otherwise not possible to secure.

Read the full story at http://www.prweb.com/releases/2005/01/prweb195759.htm


The ABCs Of Doing Due Diligence On Fixed Income AnnuitiesState regulators are stepping up as the SEC, reigned in by Dodd Frank, retreats on regulation of fix

Dirty Dozen tax scams of 2011Hiding income in offshore accounts, identity theft, return preparer fraud, and filing false or misleading tax forms top the annual list of “dirty dozen” tax scams in 2011, according to the Internal Revenue Service.

AEGON to Divest Transamerica Reinsurance to SCORTHE HAGUE, The Netherlands, April 26, 2011 /PRNewswire/ AEGON announces the divestment of its life reinsurance business, Transamerica Reinsurance, to SCOR, a global reinsurance company. The divestment will result in a total after-tax …

Don?t Fall Prey to the 2011 Dirty Dozen Tax ScamsHiding income in offshore accounts, identity theft, return preparer fraud, and filing false or misleading tax forms top the annual list of “dirty dozen” tax scams in 2011, the Internal Revenue Service announced last week.

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ronald reagan pdt siri birds ryan braun

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