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Apr 5, 2018 - Elder Abuse California by Ingrid Evans | Share
ATTORNEY NEWSLETTER Life Insurance Churning Millions of older Americans have whole life insurance policies with accumulated cash value. Typically, they were sold those policies when they were much younger as a tax deferred savings vehicle, passing the accumulation on to their children when they died. Some insurance agents spot these […]
Apr 2, 2018 - Uncategorized by Ingrid Evans | Share
ATTORNEY NEWSLETTER Government Agencies and the Fiduciary Rule Putting You First Last year, the Department of Labor (DOL) announced its fiduciary rule which applies primarily to retirement investment advisors; the rule requires your advisor to put your interests first when it comes to retirement savings recommendations. Recently, the Securities and […]
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