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Monthly Archives: January 2018

Jan 11, 2018 - Uncategorized by |

California and Santa Clara County Annuity and Financial Elder Abuse Attorneys: Understanding Annuities

ATTORNEY NEWSLETTER Understanding Annuities Tying Up Savings and Hidden Costs Annuities are insurance contracts sold to provide guaranteed income for life. Deferred annuities defer that income (and possibly taxes) until a future date. Insurance agents and advisors promote annuities as retirement savings vehicles. We at Evans Law Firm represent clients, […]

Jan 11, 2018 - Annuities by |

San Francisco and California Life Insurance and Annuities Attorney: Guggenheim Partners/Security Benefit

ATTORNEY NEWSLETTER Guggenheim Partners/Security Benefit Total Value Annuities (TVAs) The life insurance and annuity attorneys at Evans Law Firm Inc. represent clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities. Indexed annuities are hybrid annuities that offer both a minimum fixed rate […]

Jan 8, 2018 - Annuities by |

Santa Clara County and California Securities and Financial Elder Abuse Attorney: Surrenders and L Share Variable Annuities

ATTORNEY NEWSLETTER FINRA Concerns With L Share Annuities L Share Variable Annuities are a type of variable annuity where the surrender charge period under the contract is shortened to three or four years, as opposed to seven to ten years under standard variable annuities. L Share annuities have higher administrative […]

Jan 4, 2018 - Caregiver Fraud by |

San Mateo County and California Financial Elder Abuse Attorney: Financial Elder Abuse

ATTORNEY NEWSLETTER Financial Elder Abuse Protections Expanding Over the past several years, financial elder abuse protections have expanded in the legislature, through industry regulation, and in the courts, particularly in California. The San Mateo County and California financial elder abuse attorneys at Evans Law Firm, Inc. have been in the […]

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