ATTORNEY NEWSLETTER Fixed Indexed Annuities Sales Hit Records Fixed indexed annuities sold in record numbers in 2016 and are on track to have another big year in 2017. Agents push fixed indexed products as safe bets in...
Author: Ingrid Evans
California Whistleblower and Securities Fraud Attorney: Securities and Exchange Commission Whistleblower Office
December 12, 2017
ATTORNEY NEWSLETTER U.S. Securities and Exchange Commission Tips for Whistleblowers What the Securities Regulators Look For The Securities and Exchange Commission (SEC) needs your help in tracking down securities fraud....
Santa Clara County and California Elder Abuse Attorneys: Fiduciary Rule and Annuity Salesmen
December 11, 2017
ATTORNEY NEWSLETTER What Duty Does An Agent Owe You? Putting You First We at Evans Law Firm litigate the question of an insurance agent’s duty to his clients, particularly when it comes to life insurance and/or...
San Mateo County and California Elder Abuse and Annuity Attorneys: Annuities and Taxes
December 8, 2017
ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Incomplete information may be worse than none at all, particularly when it comes to annuities and taxes. Tax deferral is a key component of sound...
San Francisco County and California Annuities Attorney: Surrenders Charges and Other Fees on Deferred Annuities
December 7, 2017
ATTORNEY NEWSLETTER The High Cost of Surrender Charges If you are over age 60, live in San Francisco or anywhere else in California, and have fully or partially surrendered a deferred annuity, you may have paid a surrender...