Yearly Archives: 2016

Dec 27, 2016 - Uncategorized by |

Annuity Sales and the Fiduciary Rule

Marin County Annuity Fraud Attorney: Fiduciary Rule ATTORNEY NEWSLETTER Annuity Sales and the Fiduciary Rule The State of the Annuity Market Annuities have a history of being rock-solid investments. A life insurance company, with sizeable government-mandated cash reserves, would take your funds savings, invest them in treasury bonds, and pay […]

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Dec 26, 2016 - Uncategorized by |

When Hospitals Help and Hurt Residents

ATTORNEY NEWSLETTER When Hospitals Help and Hurt Residents The Continuum of Care Skilled nursing facilities, nursing homes, and continuing care residential communities (CCRCs) are designed to accommodate seniors at different points along what is euphemistically known as the “continuum of care”: namely, the progression of illness and disability that affects […]

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Dec 22, 2016 - Annuities by |

Los Angeles Indexed Annuity Attorney: Sales

ATTORNEY NEWSLETTER Brokers Move from Variable to Indexed Annuities Why the Variable Annuity is in Decline 2016 has been a rough year for many people, not least for sellers of variable annuities. Regulatory oversight, the new Department of Labor fiduciary rule, and market factors have led to a year that […]

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Financial Advisor Faces Hefty Fine

Investment News reported recently about a substantial fine imposed on Valic Financial Advisors Inc.  (VFA).  VFA is owned by subsidiaries of American International Group, Inc., which is a major insurance provider selling life insurance and annuities, among other products. There are more than 1,350 financial advisers who work for VFA […]

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Dec 16, 2016 - Elder Abuse by |

Financial Elder Abuse: The Silent Epidemic

Within the United States, seniors aged 65 and older control approximately $18 trillion in wealth, according to Barrons.  Unfortunately, managing all of this money can sometimes become challenging for older people, especially if they begin to experience dementia or other age-related cognitive and physical decline. While seniors should be able […]

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