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Monthly Archives: February 2024

California Annuities Attorney: Security Benefit Life Insurance Company Fixed Indexed Annuities

ATTORNEY NEWSLETTER Class Action Against Security Benefit Life Insurance Company Policies Marketed as Total Value Annuities Consumers in a national class-action lawsuit against Security Benefit Life Insurance Co. for misrepresentations made by Security Benefit in connection with the sale of certain fixed indexed annuities scored a victory last year when […]

Belvedere Financial Elder Abuse Attorney: Caregiver Fraud On Elderly Patient

ATTORNEY NEWSLETTER Victim’s Pension and Social Security Benefits Redirected Online Access To Change Deposit Instructions Protecting Loved Ones From Financial Elder Abuse Anonymous online access to pension or Social Security benefit profiles or phone impersonations of seniors are frequent ploys by caregivers intent on stealing from unsuspecting older persons. Whenever […]

Santa Clara County Financial Elder Abuse Attorney: Elderly Patient Financially Abused By Caregiver

ATTORNEY NEWSLETTER Caregiver Sentenced For Fraud On Senior Altered Paychecks And Submitted Fraudulent Timesheets Protecting Older Loved Ones From Financial Abuse Whenever a dishonest stranger or caregiver enters an elderly person’s home, jewelry and other valuables, and checks and credit cards can disappear quickly.   It may happen only once but […]

Feb 25, 2024 - Annuities Fraud by |

San Mateo County Financial Elder Abuse And Annuity Fraud Attorney: Annuity Sales And Reverse Mortgages

ATTORNEY NEWSLETTER Lenders Cannot Cross-Sell Annuities Watch For Illegal Sales Tactics Remedies For Injured Seniors California seniors with substantial equity and significant appreciation in their homes but fixed incomes may be approached by lenders to consider getting cash by taking out a reverse mortgage on their home.  The title “reverse […]

Alameda County Financial Elder Abuse Attorney: Caregiver Financial Elder Abuse

ATTORNEY NEWSLETTER 81-Year-Old Victim Victim Entrusted Caregiver To Pay His Bills Authorities Allege Caregiver Stole Thousands The consequences of financial elder abuse on senior victims can be devastating.  Some elderly victims are driven to the brink of homelessness due to lack of funds to pay their rent.  There are instances […]

Hillsborough Elder Abuse Attorney: Alleged Physical And Financial Elder Abuse Of Senior

ATTORNEY NEWSLETTER Elderly Victim Suffers Financial And Physical Abuse Caregiver Accused Of Assaulting Elderly Patient Protecting Older Loved Ones Physical abuse or neglect of an elder is often coupled with financial abuse, as the allegations in one reported case, discussed below, reveal.  Greedy caregivers, intent on stealing a senior or […]

Feb 22, 2024 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Why Deferred Annuities Aer Not Good Choices For Seniors

ATTORNEY NEWSLETTER Deferred Annuities Pose Problems For Seniors Penalties For Exiting From Policies Fees, Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed annuities, like most deferred annuities, […]

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