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Monthly Archives: December 2018

Dec 18, 2018 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Equity Indexed Annuities

ATTORNEY NEWSLETTER Beware Equity Indexed Annuities Modest Yields, Fees, and Withdrawal Charges Annuity carriers and agents push what they claim are “safer” investment products in volatile markets. Anxious seniors, with money to invest and concerns about future income, worry about low rates on insured deposits on the one hand and […]

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Marin County and California Financial Elder Abuse Attorneys: Protecting Seniors from Financial Exploitation

ATTORNEY NEWSLETTER The Senior Safe Act: Encouraging Financial Institutions to Report Abuse Financial elder abuse is an epidemic: each year over five million senior citizens fall victim to financial elder abuse. The financial toll is estimated at $30 billion annually.  Alert bankers and financial advisors are the first line of […]

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San Francisco and California Financial Elder Abuse and Nursing Home Abuse Attorneys: Financial Elder Abuse in Nursing Homes

ATTORNEY NEWSLETTER Nursing Home Residents Vulnerable to Financial Elder Abuse Workers Target 97-year-old Nursing Home Resident Elder physical abuse and neglect can be fatal to nursing home residents. But residents may also be victims of devastating financial elder abuse by unscrupulous nursing home workers. In a case reported just this […]

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Dec 13, 2018 - Annuities by |

California and Alameda County Annuity Fraud and Financial Elder Abuse Attorney: Annuity Fraud on Seniors

ATTORNEY NEWSLETTER Unsuitable Sales, Improper Exchanges, High Fees, Tying Up Your Money Seniors Beware Unscrupulous advisors and insurance agents, hungry for commissions, push annuities on seniors worried about income levels for their later years. The sales pitches rev up as markets turn volatile and promises of guaranteed rates sound good. […]

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Dec 11, 2018 - Annuities Fraud by |

Marin County and California Financial Elder Abuse and Securities Attorney: Financial Advisor, Planner, and Stockbroker Fraud and Financial Elder Abuse

ATTORNEY NEWSLETTER Seniors: Watch Out for Financial Fraud From Planners, Stockbrokers and Financial Advisors If You’re a Victim, We Can Help Unscrupulous financial advisors, retirement planners and stock brokers prey on seniors in particular. In some cases, the broker/advisor has a history of preying on the elderly but the brokerage […]

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Dec 8, 2018 - Annuities by |

Alameda County and California Life Insurance and Elder Abuse Attorney: Whole Life Insurance Issued By Genworth Life and Annuity Insurance Company

ATTORNEY NEWSLETTER Genworth Life and Annuity Insurance Company Whole Life Insurance Required Disclosures to Senior Policyholders If you are over age 60, live in Alameda County or elsewhere in California, and have cancelled (or surrendered) a whole or universal life insurance policy issued by Genworth Life and Annuity Insurance Company […]

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Dec 7, 2018 - Annuities by |

California and Alameda County Financial Elder Abuse Attorney: Financial Exploitation of Seniors

ATTORNEY NEWSLETTER FINRA Reports Surge In Financial Elder Abuse Claims Unsuitable Products, Breach of Contract, Negligent Advice and More Investors harmed by broker or advisor recommendations can file complaints about the misconduct with the Financial Industry Regulatory Authority (FINRA). FINRA has the power to levy fines and disciplinary sanctions.  The […]

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