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Monthly Archives: April 2015

Apr 29, 2015 - Annuities Fraud by |

Financial Industry Regulatory Authority Launches Toll-Free Support Line for Senior Investors

ATTORNEY NEWSLETTER The Financial Industry Regulatory Authority (FINRA) has launched a toll-free line to support senior citizens and advise them on financial matters. The FINRA Securities Helpline for Seniors is designed to help older investors get neutral, informed advice regarding their brokerage accounts and investments, and avoid seniors from becoming […]

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Apr 24, 2015 - Annuities by |

How to Protect Yourself from the Risks of Deferred Annuities

ATTORNEY NEWSLETTER California financial fraud attorneys want to provide consumers with tips, tools, and resources to protect against the risks of purchasing deferred annuities. For more on deferred annuities and their risks, read here: /the-risks-of-deferred-annuities-and-what-youre-really-paying-for/. TIPS TO DETERMINE IF A DEFERRED ANNUITY IS AN APPROPRIATE INVESTMENT FOR YOU: -Research the […]

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Apr 22, 2015 - Consumer fraud by |

Proposed Rule Change Could Help Prevent Stockbroker Fraud, Say California Stockbroker Fraud Attorneys

ATTORNEY NEWSLETTER California stockbroker fraud attorneys say that the United States government is considering a new rule change that would help prevent stockbroker fraud. The United States government is reportedly considering a rule that would require stockbrokers to put their clients’ interests above their own. This would prevent a stockbroker […]

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Apr 21, 2015 - Annuities Fraud by |

California Life Insurance and Annuity Fraud Attorneys Warn That Indexed Universal Life Insurance Policy Illustrations Can Create Unrealistic Expectations of Policy Performance

ATTORNEY NEWSLETTER California life insurance and annuity fraud attorneys warn consumers that insurance policy illustrations may be misleading and create heightened expectations for unrealistic results. Illustrations can be a useful way to demonstrate and understand how a policy, such as an indexed universal life policy (IUL), may work. However, they […]

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