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Monthly Archives: July 2016

Jul 28, 2016 - Annuities by |

California Elder Abuse Attorney: Safe Senior Act

ATTORNEY NEWSLETTER New Legal Landscape of Elder Law The U.S. House of representative has just approved legislation that would protect financial advisors who report financial elder abuse from lawsuits over breach of privacy. The law is designed to clarify what takes priority when dealing with the finances of the elderly, […]

Jul 21, 2016 - Bay Area by |

California whistleblower attorney: SEC Strategy

ATTORNEY NEWSLETTER The SEC’s New Approach to Fighting Corporate Crime As the SEC whistleblower program issues a $17 Million reward, the second largest since the creation of the program in 2010, the Securities and Exchange Commission is signaling a clean break with its historic policy of encouraging businesses to police […]

Jul 20, 2016 - Bay Area by |

San Francisco Elder Abuse Attorney: Dementia

ATTORNEY NEWSLETTER Protecting Elders with Memory Loss One of the most difficult aspects of aging loved ones is the onset of memory and cognition issues. While it may not impact all seniors, the majority have to deal with some level of dementia, Alzheimer’s or other neurological condition. For close family […]

Jul 14, 2016 - Annuities by |

San Francisco Annuity Fraud Attorney: Stability

ATTORNEY NEWSLETTER Are annuities as stable as brokers claim? Annuity companies spend a great deal of time, energy, and marketing dollars to build the reputation of their product as a rock-solid investment. They’ve banked on this in their campaign to sell indexed annuities, products that make the impossible claim of […]

Jul 11, 2016 - Annuities by |

San Francisco Annuity Fraud Attorney: The Future

ATTORNEY NEWSLETTER Prudential, Jackson National, and the future of the annuity As the Department of Labor requires more insurance brokers to act as fiduciaries, and as FINRA continues its investigation into variable annuities, it’s clear that the increased scrutiny is having a bit of a shriveling effect on the market […]

Jul 10, 2016 - Annuities by |

Alameda annuity fraud attorney: Variable Annuities

ATTORNEY NEWSLETTER Understanding the details of Variable Annuities Variable annuities, considered by some financial advisors to be among the most complicated and least understood product of its kinds, have come under increased scrutiny in 2016, as FINRA, the Financial Industry Regulatory Authority, has declared its intention to investigate them more […]

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