Seniors are vulnerable to dishonest behavior, especially by financial professionals including insurance agents who are supposed to help them. When seniors make financial plans for the future and seek help from agents or...
Author: Ingrid Evans
California and Alameda County False Claims Act Whistleblower Attorney: False Claims and Whistleblowing
March 23, 2018
ATTORNEY NEWSLETTER False Claims Whistleblower Cases Awards The False Claims Act allows private persons (known as “relators” similar to “whistleblowers”) to file a lawsuit[1] against individuals,...
Marin County and California Financial Elder Abuse Attorney: Stock Broker Fraud and Financial Elder Abuse
March 23, 2018
ATTORNEY NEWSLETTER Financial Elder Abuse And Investment Accounts Seventy percent of personal wealth in the U.S. is held by seniors, and the senior population is growing rapidly. Ten thousand Americans turn 65 years old every...
Santa Clara County and California Life Insurance Attorney: Indexed Universal Life Insurance
March 21, 2018
ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always...
Marin County and California Financial Elder Abuse and Annuity Attorneys: FINRA Enforcement
March 20, 2018
ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is the independent authority that governs the nation’s financial...