Oct 30, 2018
… company. It is intended to meet certain insurance needs, investment goals, and tax planning objectives. It is a policy … fees and expenses, and the performance of a menu of investment options—typically mutual funds—offered under the … life insurance policy, including fees and expenses, investment options, death benefits, and other features. …
Oct 30, 2018
… between you and an insurance company. It serves as an investment account that may grow on a tax-deferred basis and … of purchase payments. A variable annuity offers a range of investment options. The value of your contract will vary depending on the performance of the investment options you choose. The investment options for a …
Oct 29, 2018
… result of damage from recent hurricanes, about fraudulent investment scams. Fraudsters often try to use natural … Florence or Michael, as a way to lure victims into investment scams. These scams can take many forms: Direct … insurance payouts, should be extremely wary of potential investment scams related to Hurricanes Florence or Michael. …
Oct 11, 2018
… of anyone attempting to sell you digital assets, or any investment, that makes claims about future SEC or CFTC … Security card, Passport, or tax forms via email Endorse an investment, product, or service Do not trust information provided by someone contacting you with an investment idea when that person claims to be affiliated with …
Oct 1, 2018
… protection. From October 1-7, 2018, individual investors, investment professionals, teachers, parents, researchers, and … Check Your Financial Professional’s Background Much of the investment fraud we see today is committed by people who claim to be “investment professionals,” but who are not properly licensed …
Sep 27, 2018
… phone number and email address in response to an online investment promotion may make you a target for fraud. Some investment scams start with a promotion or advertisement, … a fraud. The promoters often seek to assure you that the investment is legitimate by not asking for any money upfront …
Sep 7, 2018
… SEC official. These fake profiles may attempt to hype up investment scams, manipulate markets, or otherwise spread … to Help Investors Buy Stock (April 2018) Investor Alert: Investment Scams Involving Fake Forms 4 (November 2016) … or license status, of anyone recommending or selling an investment, using the search tool on Investor.gov . Receive …
Sep 5, 2018
… Task Force are warning investors about these kinds of investment schemes involving marijuana-related companies. … company, you should beware of the risks of investment fraud and market manipulation . Investment Fraud Fraudsters may try to …
Aug 14, 2018
… check the background of anyone selling or offering them an investment. No matter how good an investment may sound, verify that the person is currently … search tool on Investor.gov to check the background of an investment professional is a great first step toward …
Aug 6, 2018
… smart beta and quant funds. These funds use very different investment strategies than traditional index funds. Instead … index funds are still “passively managed.” The investment adviser seeks to track an index, rather than using … or social impact you want to encourage through your investment in the fund. How are these funds different from …