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Oct 31, 2017 by |

California Life Insurance and Annuities Attorney: Athene Annuities

ATTORNEY NEWSLETTER

 Full and Partial Surrenders

Athene Annuity and Life Company, formerly Aviva Annuity and Life Company, is a leading issuer of fixed and variable annuities in the State of California. According to published data, in 2015 Athene collected $289 million in annuity premiums in California.  Many of the contracts Athene issues are deferred annuities.  Deferred annuities typically 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).  If you or a loved one is a California resident who has made a full or partial surrender of an Athene or any other annuity at any time since 2013, call the annuity lawyers today at Evans Law Firm, Inc. (415) 441-8669 for a free evaluation of all the terms of any full or partial surrender, including penalties and any other charges, fees, and/or adjustments. 

We at Evans Law Firm have years of experience with life insurance and annuity policies. We do not provide investment or tax advice with respect to these contracts.  We can, however, review the terms of the policies and endorsements including provisions relating to surrenders and market value adjustments, and any other riders to your contract.   We review policies issued to any policyholders, including seniors.  California law provides very specific sales and marketing, disclosure, and suitability laws for senior policyholders in the State.

Contact Us

If you or a loved one has fully or partially surrendered an Athene deferred annuity or any other annuity at any time since 2013, contact the Evans Law Firm 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.

Other major annuity and life insurance providers in California include:

AXA Equitable Life Insurance

Bankers Life Insurance and Casualty Company

EquiTrust Life Insurance Company

Fidelity & Guaranty Life Insurance Company

Genworth Life Insurance Company

ING USA Annuity and Life Insurance Company

John Hancock Life Insurance Company

Lincoln Benefit Life Company

Massachusetts Mutual Life Insurance Company

Metlife/Metropolitan Life Insurance Company

Pacific Life Insurance Company

Transamerica Life Insurance Company

Unum Life Insurance Company of America

Voya/Reliastar Life Insurance Company

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