ATTORNEY NEWSLETTER Problems with Annuities as Savings Vehicles Are Fixed or Variable Annuities Right for You? Insurance salesmen pitch fixed and variable annuities as savings mechanisms for retirement or other long-term...
Author: Ingrid Evans
Santa Clara County and California Securities and Financial Elder Abuse Attorney: Surrenders and L Share Variable Annuities
January 8, 2018
ATTORNEY NEWSLETTER FINRA Concerns With L Share Annuities L Share Variable Annuities are a type of variable annuity where the surrender charge period under the contract is shortened to three or four years, as opposed to seven...
ATTORNEY NEWSLETTER Understanding Death Benefit Riders The Death Benefit Sales Pitch Chances are, if an agent has pitched you on an annuity, he or she touted its “death benefit” as a major selling point. According...
San Mateo County and California Financial Elder Abuse Attorney: Financial Elder Abuse
January 4, 2018
ATTORNEY NEWSLETTER Financial Elder Abuse Protections Expanding Over the past several years, financial elder abuse protections have expanded in the legislature, through industry regulation, and in the courts, particularly in...
Santa Clara County and California Financial Elder Abuse Attorney: Financial Elder Abuse
January 3, 2018
ATTORNEY NEWSLETTER: What Is Financial Elder Abuse? Financial elder abuse, along with physical elder abuse and psychological elder abuse, is one of the three major forms of elder abuse that poses a threat to the safety and...