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Monthly Archives: February 2019

California and Marin County Trusts and Financial Elder Abuse Attorneys: Mental Capacity and Trust Creation and/or Amendment

ATTORNEY NEWSLETTER Creating and Amending Trusts Many Californians, especially seniors, create trusts to hold their assets in part to avoid a lengthy probate process following death. The trusts may be fully revocable by the individual creating the trust (known as the “settlor”) or irrevocable during the settlor’s lifetime.  If revocable, […]

California and Marin County SEC Whistleblower Attorneys: Bringing an SEC Whistleblower Case

ATTORNEY NEWSLETTER Securities and Exchange Commission Pays Out Millions in Whistleblower Awards Whistleblower information about securities law violations can result in big rewards for the whistleblower when the whistleblower brings the information to the Securities and Exchange Commission (SEC). Since 2011, the SEC has paid out hundreds of millions of […]

Feb 15, 2019 - Annuities by |

Marin County and California Life Insurance Attorney: Universal Life Insurance Risks

ATTORNEY NEWSLETTER Policyholder Risks on Universal Life Insurance Hitting Seniors Hardest A hidden risk that premiums can skyrocket lies in universal life insurance. Unlike term and whole life insurance, universal life policies allow flexible premium payments but those payments can increase dramatically over time leaving consumers with the poor choice […]

Feb 14, 2019 - Annuities by |

Alameda County and California Annuity and Financial Elder Abuse Attorneys: What You Need to Know About Fixed Indexed Annuities

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses and Other Downsides Insurance agents and financial advisors use this low interest rate/volatile stock market environment to push fixed indexed annuities, particularly on seniors or persons getting close to retirement and concerned about future income levels. Agents claim the contracts offer the […]

Feb 13, 2019 - Evans Law Firm by |

California and San Francisco Whistleblower Attorneys: Whistleblowers Cases and Healthcare Fraud

ATTORNEY NEWSLETTER Healthcare Fraud on the Government Whistleblowers Lead the Way in Recoveries Outlook for 2019 In 2018, the volume of False Claims Act (FCA) litigation remained high, and health care-related qui tam (i.e., whistleblower) cases continued to lead the way.  Data from 2018 suggests that pharmaceutical companies, hospitals, and home health […]

Feb 11, 2019 - Annuities by |

Marin County and California Securities and Financial Elder Abuse Attorney: Unsuitable Variable Annuities

ATTORNEY NEWSLETTER FINRA Continues Fines on Sales of Unsuitable L Share Annuities Variable annuities are sold as B-share and L-share contracts.  B-share annuities are the more common and sold to investors with long-term investment horizons. B-shares typically have lengthy surrender charge periods.  L Share Variable Annuities are a type of […]

Feb 9, 2019 - Annuities by |

Marin County and California Life Insurance and Annuities Attorney: Guggenheim Partners/Security Benefit Life Insurance Company

ATTORNEY NEWSLETTER Guggenheim Partners/Security Benefit Life Insurance Company 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 […]

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