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Monthly Archives: June 2020

Jun 5, 2020 - Annuities by |

California Financial Elder Abuse and Annuity Attorneys: Understand The Possible Risks of Annuity Replacements and 1035 Exchanges

ATTORNEY NEWSLETTER Disadvantages Of A “1035” Exchange  Consider 1035 Proposals As Red Flags Annuity Transactions And Tax Consequences Our litigators recommend against annuities, especially for seniors. If you already own an annuity, be extremely cautious whenever an agent or advisor recommends you replace or exchange it, especially if the idea […]

San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse Protection Checklist

ATTORNEY NEWSLETTER Protect Yourself And Loved Ones From Financial Elder Abuse A Few Important Steps Financial elder abuse strikes seniors of all income levels, rich and poor. Financial predators target isolated seniors especially and isolation is more common than ever for elders right now given the COVID-19 lockdown. The San […]

Jun 3, 2020 - Annuities by |

Marin and California Annuity and Financial Elder Abuse Attorneys: Annuities Are Not For Seniors

ATTORNEY NEWSLETTER The Downsides to Annuities for Seniors Resist Hard Sell Tactics Especially The “Free Lunch” Seminars! By some estimates, American seniors hold two-thirds of the individual wealth in the United States. Insurance agents pursue senior consumers especially with insurance products like long-term deferred annuities. Every time an agent sells […]

Jun 2, 2020 - Evans Law Firm by |

California and San Francisco Whistleblower Attorney: Blowing The Whistle On Mortgage Fraud

ATTORNEY NEWSLETTER HUD Violations By Lender Whistleblowers Rewarded For Blowing Whistle Fraud May Constitute Numerous Statutory Violations Any mortgage lender that submits false claims to the government regarding mortgages insured by the Department of Housing and Urban Development’s (HUD), the Federal Housing Administration (FHA) or guaranteed by the Department of […]

Jun 1, 2020 - Uncategorized by |

California and Marin County Annuity and Financial Elder Abuse Attorney: Understanding Annuity Death Benefit Riders

ATTORNEY NEWSLETTER What Are Annuity Riders? The Death Benefit Rider Riders are endorsements added to annuity contracts sold to enhance the benefits payable under those contracts. Our litigators recommend avoiding annuities entirely and especially the added riders agents sell to drive up premiums with little or no benefit to you. […]

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