Monthly Archives: June 2015

ATTORNEY NEWSLETTER LIMRA Secure Retirement Institute has released its individual annuity company ranking list for 2014, The ranking list reveals some trends, including strong competition among carriers in the fixed annuity sector. According to the data from LIMRA Secure Retirement Institute, Jackson National was the overall winner for combined selling […]

ATTORNEY NEWSLETTER Since the inception of the Securities and Exchange Commission’s whistleblower program when the Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law in 2010, the SEC has done what it takes to make the program successful. In addition to awarding payments of over $50 million […]

ATTORNEY NEWSLETTER As cases of financial elder abuse increase, more financial firms are requiring elderly customers to submit forms with emergency contact information. California financial elder abuse attorneys say that financial advisors and brokers can be in a unique position to detect financial abuse or fraud, as well as issues […]

ATTORNEY NEWSLETTER Nursing home network Hebrew Homes agreed to pay $17 million to settle a False Claims Act suit brought by their former CFO. According to the CFO, Hebrew Homes allegedly violated the Anti-Kickback Statute, which prohibits the exchange (or offer to exchange), of anything of value, in an effort […]

ATTORNEY NEWSLETTER In her book, Confessions of an RX Drug Pusher, former pharmaceutical sales representative Gwen Olsen is exposing Big Pharma. Olsen says that there is no such thing as a safe drug, and that she and other sales representatives were trained to misinform people, statements that are seemingly supported […]

ATTORNEY NEWSLETTER Indexed universal life (IUL) insurance illustrations often appear compelling, and can outperform traditional universal life (UL) illustrations. However, these illustrations can be misleading and set unrealistic expectations for consumers. It is important that consumers who are considering these policies understand these illustrations in order to make a suitable […]

ATTORNEY NEWSLETTER Apollo Global Management spent millions of dollars to invest in Caesar’s and Harrah’s casinos in 2013 to keep the company afloat, getting the cash from its life insurance division, Athene Life Insurance and Annuity Company. Indirectly, it became Athene Life Insurance and Annuity Company’s investment in the casino […]

ATTORNEY NEWSLETTER For those with elderly parents or loved ones being cared for in their own homes or in assisted living facilities, San Francisco nursing home abuse lawyers emphasize that it is important to recognize signs of elder abuse. Elder abuse can be perpetrated by family members and caregivers, and […]

ATTORNEY NEWSLETTER Seniors are frequently victims of investment fraud, according to California securities fraud lawyers. The Securities and Exchange Commission’s Office of Investor Education and Advocacy provides some advice and basic rules about investment offers to avoid, and how to identify potentially fraudulent investment opportunities. Before choosing an investment, seniors […]

An educational event, including a film starring the late Mickey Rooney, to help put and end to the financial exploitation of senior citizens will be held at Grace Cathedral in San Francisco this upcoming Sunday, June 21. Ingrid Evans of the Evans Law Firm will be answering questions related to […]