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Jul 26, 2019 by |

California Annuities and Financial Elder Abuse Attorneys: Annuities Issued by Athene Annuity and Life Company (formerly Aviva Annuity and Life Company)

ATTORNEY NEWSLETTER

Full and Partial Surrenders or Cancellations of Athene Annuity and Life Company Annuities

Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California.  These contracts, like all deferred annuities, include penalties for early withdrawals, known as surrenders.  Surrenders may be full (withdrawing the entire value of the contract) or partial (withdrawing less than the total value).  California law has specific rules which all carriers, including Athene, must follow regarding disclosure of these surrender charges in policies issued to consumers 60 years of age and over.

If you or a loved one is a California resident over age 60 who has cancelled or made a full or partial surrender of an annuity issued by Athene Annuity and Life Company (formerly Aviva Annuity and Life Company), or any other annuity carrier at any time after January 1, 2015, call the California annuity lawyers today at Evans Law Firm, Inc. (415) 441-8669 for a free evaluation of all the terms of your policy and any full or partial surrender.

For your reference we provide a list of California annuity carriers and distributors below. Carriers market annuity contracts under a wide variety of tradenames.  As an example, Athene Annuity and Life Company (formerly Aviva Annuity and Life Company) issues fixed indexed annuities under the tradenames Athene Benefit 10©, Athene Agility©, Athene Ascent Pro Bonus©, Athene MaxRate©, Athene Target Horizon©, and Athene Performance Elite©.  If you are over 60 and live in California, our annuities lawyers can review your policy for free.  Call us today at 415-441-8669.

Contact Us

If you or a loved one has fully or partially surrendered an Athene Annuity and Life Company or Aviva Annuity and Life Company deferred annuity or any other annuity at any time since January 1, 2015, contact Ingrid M. Evans and the other California annuity attorneys at Evans Law Firm, Inc. for a free evaluation of the surrender terms at (415) 441-8669, or by email at <a href=”mailto:info@evanslaw.com”>info@evanslaw.com</a>. Our attorneys have experience with complex financial contracts including life insurance and annuity contracts. We can help guide any litigation through a jury trial or toward an equitable settlement.  We also handle cases involving physical and financial elder abuse, qui tam and whistleblower law, nursing home abuse, whole life insurance and universal life insurance, and indexed, variable, and fixed annuities.

Leading providers and distributors of life insurance and fixed, variable and fixed indexed deferred annuities, in addition to Athene Annuity and Life Insurance Company and Aviva Annuity and Life Insurance Company, in California are listed below. We are not in any way suggesting that any of these carriers or distributors has done anything wrong.  Rather, the list is provided solely as a reference for our readers.

AIG/American General Life Insurance Company

Allianz Life Insurance Company of North America

American Equity Investment Life Insurance Company

American General Life Insurance Company/AIG

American International Group, Inc. (AIG)

American National Life Insurance Company

Ameriprise Financial/RiverSource Life Insurance Company

Ameriprise Financial/Securities America, Inc.

Athene Annuity & Life Assurance Company

Athene Annuity and Life Company

Athene USA

Aviva Life Insurance Company

AXA Equitable Financial Services, LLC

AXA Equitable Life Insurance Company/AXA US

AXA Advisors, LLC

Bankers Life Insurance and Casualty Company

Berkshire Hathaway Group

Berkshire Hathaway Life Insurance Company of Nebraska

Brighthouse Financial, Inc./MetLife

Citigroup Global Markets, Inc.

Crump Life Insurance Services, Inc.

CUNA Mutual Group/CMFG Life Insurance Company

Delaware Life Insurance Company

EquiTrust Life Insurance Company

Fidelity & Guaranty Life Insurance Company

Forethought Life Insurance Company/Global Atlantic Financial Group

Genworth Financial, Inc.

Genworth Life and Annuity Insurance Company

Genworth Life Insurance Company

Global Atlantic Financial Group/Forethought Life Insurance Company

Guardian Life Insurance Company

Guggenheim Partners/Security Benefit Life Insurance Company

ING USA Annuity and Life Insurance Company

Jackson National Life Insurance Company

John Hancock Life Insurance Company

Lincoln Benefit Life Company

Lincoln Financial Group

Massachusetts Mutual Life Insurance Company

Merrill Lynch Life Agency Inc.

Metlife/Metropolitan Life Insurance Company/Brighthouse Financial, Inc.

Minnesota Life Insurance Company

National Life Group

National Life Insurance Company/Equity Services, Inc.

National Western Life Insurance Company

Nationwide Life Insurance Company

New York Life Insurance Company

North American Company for Life and Health Insurance

Northwestern Mutual Investment Services, LLC

Northwestern Mutual Life Insurance Company

Northwestern Mutual Wealth Management Company

Oxford Life Insurance Company

Pacific Life Insurance Company

Principal Financial Group

Prudential Life Insurance Company

Raymond James Insurance Group

Reliance Standard Life Insurance Company/Tokio Marine Group

RiverSource Life Insurance Company/Ameriprise Financial

Securities America, Inc./Ameriprise Financial

Security Benefit Group, Inc.

Security Benefit Life Insurance Company/Guggenheim Partners

Security Investors, LLC

The Standard Life Insurance Company

Symetra Financial Corporation

Symetra Life Insurance Company

Transamerica Life Insurance Company

The United States Life Insurance Company in the City of New York

Unum Life Insurance Company of America

USAA Life Insurance Company

The Variable Annuity Life Insurance Company

Voya/Reliastar Life Insurance Company

Wells Fargo Advisors

Western & Southern Financial Group

The Western & Southern Life Insurance Company

World Financial Group Insurance Agency, Inc.

 

[1] After an acquisition in 2013, the former Aviva Annuity and Life Company began to issue annuities as Athene Annuity and Life Company.  Senior policyholders of both Aviva and Athene annuities may have claims for failure to follow statutory disclosure and “free look” provisions.

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