Common questions and answers regarding deferred annuities, trusts and estate plans part 2





The case for asset allocation

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004937837 / 1999-02-24
Date of Publication:
October 7, 1998
Date of Creation:
1998
Title:
The case for asset allocation : keeping your future in focus.
Description:
7 p.
Variant title:
The case for asset allocation : keeping your future in focus
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Copyrights records by A.G. Edwards & Sons, Inc.



Asset performance monitor

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004937840 / 1999-02-24
Date of Publication:
October 12, 1998
Date of Creation:
1998
Title:
Asset performance monitor : Fiduciary Management, Inc. of Milwaukee.
Description:
7 p.
Number of similar titles:
6
Variant title:
Asset performance monitor : Fiduciary Management, Inc. of Milwaukee
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Important notice concerning your A. G. Edwards qualified plan prototype document

1999 economic outlook and market strategy

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004937860 / 1999-02-24
Date of Publication:
December 4, 1998
Date of Creation:
1998
Title:
1999 economic outlook and market strategy : the climb to 10,000.
Description:
11 p.
Variant title:
1999 economic outlook and market strategy : the climb to 10,000
Other Title:
Economic outlook and market strategy : the climb to 10,000
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Developing your bond portfolio

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004940306 / 1999-02-24
Date of Publication:
November 3, 1998
Date of Creation:
1998
Title:
Developing your bond portfolio.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Now is the time to make your move

1999 tax and financial planning tables

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004941954 / 1999-03-03
Date of Publication:
December 23, 1998
Date of Creation:
1998
Title:
1999 tax and financial planning tables.
Description:
Folder.
Other Title:
Tax and financial planning tables
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security

Managing your retirement plan distributions

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004944712 / 1999-02-24
Date of Publication:
November 9, 1998
Date of Creation:
1998
Title:
Managing your retirement plan distributions.
Basis of Claim:
New Matter: additions.
Previous Registration:
Prev. reg. 1997, TX 4-593-914.
Description:
15 p.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Long-term care planning

User guide

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006688 / 2000-03-06
Date of Publication:
February 1, 2000
Date of Creation:
2000
Title:
User guide.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1998, TX 4-779-731.
Description:
7 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: The investor's guide to the heart

Managing the wealth you've accumulated in one security

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006689 / 2000-03-06
Date of Publication:
February 1, 2000
Date of Creation:
2000
Title:
Managing the wealth you've accumulated in one security.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Peace on earth

Are your IRA assets positioned to win?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006690 / 2000-03-06
Date of Publication:
February 1, 2000
Date of Creation:
2000
Title:
Are your IRA assets positioned to win?
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1997, TX 4-593-917.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Long-term care planning

Taking mandatory retirement distribution at age 70 1/2

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006691 / 2000-03-06
Date of Publication:
January 31, 2000
Date of Creation:
2000
Title:
Taking mandatory retirement distribution at age 70 1/2.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1997, TX 4-593-913.
Description:
12 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Strategies

On track personal financial analysis

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006692 / 2000-03-06
Date of Publication:
January 28, 2000
Date of Creation:
2000
Title:
On track personal financial analysis.
Application Title:
On track.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Estate planning checklist for ...

2000 retirement plans overview

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006693 / 2000-03-06
Date of Publication:
February 1, 2000
Date of Creation:
2000
Title:
2000 retirement plans overview.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1999, TX 4-932-871.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards services for select investors

[Security inquiry]

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006695 / 2000-03-06
Date of Publication:
December 1, 1999
Date of Creation:
1999
Title:
[Security inquiry]
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Title from appl.
Secure material.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Make your move today to capture the king of IRA benefits

[Account inquiry]

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005006696 / 2000-03-06
Date of Publication:
December 1, 1999
Date of Creation:
1999
Title:
[Account inquiry]
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Title from appl.
Secure material.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Disciplined asset accumulation

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005008853 / 1999-09-27
Date of Publication:
July 23, 1999
Date of Creation:
1999
Title:
Disciplined asset accumulation.
Application Title:
Map out their future by investing for college today, introducing the map.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 1993, TX 3-634-549.
Description:
8 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the Monthly Accumulation Plan (MAP)

A long-term view of the economy and investing in the new millennium

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005008856 / 1999-09-27
Date of Publication:
August 5, 1999
Date of Creation:
1999
Title:
A long-term view of the economy and investing in the new millennium.
Description:
7 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards & Sons, Inc., financial planning seminars

A win-win strategy for giving

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005008858 / 1999-09-27
Date of Publication:
August 10, 1999
Date of Creation:
1999
Title:
A win-win strategy for giving : how a charitable remainder trust fits in your estate plan.
Description:
1 v.
Variant title:
A win-win strategy for giving : how a charitable remainder trust fits in your estate plan.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Smooth sailing into a comfortable retirement

Services for nonprofit organizations and foundations

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005008863 / 1999-09-27
Date of Publication:
August 6, 1999
Date of Creation:
1999
Title:
Services for nonprofit organizations and foundations.
Description:
16 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Trust Company

1998 market indexes versus individual stocks

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034929 / 1999-08-11
Date of Publication:
January 28, 1999
Date of Creation:
1999
Title:
1998 market indexes versus individual stocks.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Performance planning and review, manager's guide

Protecting your business from the loss of a key employee

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034930 / 1999-08-11
Date of Publication:
December 22, 1998
Date of Creation:
1998
Title:
Protecting your business from the loss of a key employee.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the monthly accumulation plan (MAP)

The Euro

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034931 / 1999-08-11
Date of Publication:
December 22, 1998
Date of Creation:
1998
Title:
The Euro : what it means for today's investors.
Description:
Folder.
Variant title:
The Euro : what it means for today's investors
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Mutual funds

Alternative financing strategies for debt issuers

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034934 / 1999-08-11
Date of Publication:
February 1, 1999
Date of Creation:
1999
Title:
Alternative financing strategies for debt issuers.
Basis of Claim:
New Matter: editorial revisions & additional material (p. 8 & 9)
Previous Registration:
Prev. reg. 1996, TX 4-209-730.
Description:
9 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: U.S. Government securities funds

Building your child's education fund

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034935 / 1999-08-11
Date of Publication:
April 19, 1999
Date of Creation:
1999
Title:
Building your child's education fund : script & visuals.
Description:
1 v.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Developing a sales presentation

Suddenly, you're no longer there. now what?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034936 / 1999-08-11
Date of Publication:
February 1, 1999
Date of Creation:
1999
Title:
Suddenly, you're no longer there. now what?
Application Title:
Term life insurance statement insert : suddenly, you're no longer there.
Description:
Advertisement.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Transportation finance expertise

Y2K

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034937 / 1999-08-11
Date of Publication:
March 19, 1999
Date of Creation:
1999
Title:
Y2K : what it means for investors.
Description:
6 p.
Variant title:
Y2K : what it means for investors
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the monthly accumulation plan (MAP)

Private advisor service

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034939 / 1999-08-11
Date of Publication:
January 22, 1999
Date of Creation:
1999
Title:
Private advisor service : discover the path to wise investing.
Description:
Folder.
Variant title:
Private advisor service : discover the path to wise investing.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Planning your estate

Selling securities under rule 144

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034940 / 1999-08-11
Date of Publication:
December 29, 1998
Date of Creation:
1998
Title:
Selling securities under rule 144.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 1994, TX 3-852-841.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans for businesses

Planning a secure retirement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034948 / 1999-08-11
Date of Publication:
April 1, 1999
Date of Creation:
1999
Title:
Planning a secure retirement : script & visuals.
Description:
1 v.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Word processing

Better investment strategies for today's retirees

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034974 / 1999-08-11
Date of Publication:
April 1, 1999
Date of Creation:
1999
Title:
Better investment strategies for today's retirees.
Description:
13 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Municipal bonds, an investment for tax-free income

The A.G. Edwards complete guide to tax-free municipal bonds

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034975 / 1999-08-11
Date of Publication:
January 1, 1999
Date of Creation:
1999
Title:
The A.G. Edwards complete guide to tax-free municipal bonds.
Basis of Claim:
New Matter: additional sections.
Previous Registration:
Prev. reg. 1990, TX 2-985-923.
Description:
23 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Product information guide

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