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Tag: Annuities Fraud

Aug 10, 2017 - Annuities by |

San Francisco County and California Annuities and Life Insurance Attorneys: Fiduciary Rule

ATTORNEY NEWSLETTER Insurance Agents and the Fiduciary Rule Putting You First The Department of Labor’s (DOL) long-awaited “fiduciary rule” recently took effect and ushers in significant changes to the annuity and life insurance industry. The fiduciary rule holds advisors and insurance agents to a higher standard of conduct in recommendations […]

Jun 21, 2017 - Annuities by |

Alameda County and California Annuity and FINRA Arbitration Attorneys: Unsuitable Annuities, Fraud and Commissions

ATTORNEY NEWSLETTER Big Commissions on Unsuitable Annuity Exchanges FINRA Cracking Down Annuity salesman love to promote annuity exchanges, urging clients to swap one annuity for another. Big commissions incentivize salesmen for deals unsuitable to clients. For years, the Financial Industry Regulatory Authority (FINRA) has warned investors about the risks of […]

Jun 12, 2017 - Annuities Fraud by |

Marin County Annuity Fraud and FINRA Arbitration Attorney: Annuity Fraud and FINRA Arbitration

ATTORNEY NEWSLETTER FINRA Gives Individual $1 Million for Annuity Fraud Annuity Fraud Annuity fraud, especially targeting seniors, is a growing problem. Complex annuities are often sold to individuals as retirement investments when they are, in fact, an insurance product often wholly unsuitable to a client’s portfolio or future financial needs. […]

Apr 25, 2017 - Annuities by |

Santa Clara County Annuity Fraud Attorney: Fidelity and Life Guarantee Surrender Charges

Surrender Charges: The Unlikely and Often Unnoticed Aspect of Annuities Annuities Annuities are being sold in unbelievable numbers these days, as insurance companies and agents convince individuals it makes sense to put their money in some sort of insurance “investment.” Yet, annuities contain many severe disadvantages to the consumer, such […]

Aug 4, 2016 - Uncategorized by |

San Mateo Elder Abuse Attorney: FINRA Ban

ATTORNEY NEWSLETTER FINRA Ban’s a Broker for Improper Variable Annuity Sales FINRA, the financial Industry Regulatory Authority, is meant to help keep investors safe in the market for financial products. While many of their high-profile actions involve fines and corrections against major companies, they are also empowered to take actions […]

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