ATTORNEY NEWSLETTER Tax Consequences of Surrenders Every year a sizeable percentage of cash value life insurance policies are surrendered by policyholders. Those surrenders may have tax consequences. We represent...
Author: Ingrid Evans
San Mateo County Elder Abuse Attorney: Civil Recovery Actions
December 14, 2017
ATTORNEY NEWSLETTER Financial Elder Abuse Importance of Civil Recovery Actions Financial elder abuse takes billions of dollars every year from the pockets of American seniors and their families. Much of the abuse is criminal,...
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...
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...