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Category: Annuities Fraud

May 16, 2022 - Annuities by |

Orange County Financial Elder Abuse And Annuity Attorney: What Seniors Need To Know About Deferred Annuities

ATTORNEY NEWSLETTER Be Wary Of Certain Kinds Of Sales Presentations  Understand The Fees And Withdrawal Penalties Avoid Replacement Transactions Deferred annuities are complicated insurance policies with characteristics of life insurance and complex securities investments; contracts run from 50 to 100 pages or more and are filled with technical language and […]

May 12, 2022 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Certain Deferred Annuities Are Risky For Seniors

ATTORNEY NEWSLETTER Long-Term Insurance Policies With Withdrawal Penalties Annual Fees Erode Returns Exchanging Existing Contracts Can Be Costly Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s money for years and impose significant […]

May 6, 2022 - Annuities by |

Orange County Financial Elder Abuse And Annuity Attorney: Disadvantages Of Certain Forms Of Deferred Annuities

ATTORNEY NEWSLETTER Deferred Annuities Are Complicated, Long-Term Insurance Policies Commissions, Fees And Surrender Penalties Erode Returns Replacements And Exchanges Of Contracts Can Be Costly Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s […]

Apr 29, 2022 - Annuities Fraud by |

San Francisco Financial Elder Abuse And Annuity Attorney: Seeing Through The Sales Hype On Indexed Annuities

ATTORNEY NEWSLETTER Indexed Annuities Are Complex Insurance Policies Indexed Annuities Are Not Direct Fund Investments Surrender Charges, Fees And Return Calculations Indexed annuities are a particularly complicated variety of deferred annuities.  Despite the tile of this product and the various “funds” or “buckets” you may be offered to allocate your […]

Apr 15, 2022 - Annuities Fraud by |

Orange County Financial Elder Abuse And Annuity Attorney: Unsuitable Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Deceptive Sales Practices Downsides of Deferred Annuities For Seniors Avoid High-Pressure Sales Tactics Insurance agents are paid significant sales commissions on sales of certain forms of deferred annuity insurance products.  Any high-pressure or deceptive tactics to sell these products, and sales of unsuitable annuities, violate the law and […]

Apr 9, 2022 - Annuities by |

Santa Clara County Financial Elder Abuse And Annuity Attorney: Unsuitable Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Agents Target Seniors For Annuity Purchases The Primary Disadvantages Of Annuities For Seniors Check With Tax Advisor And Get A Second Opinion Evans Law Firm, Inc. recommends seniors avoid certain types of deferred annuities because deferred annuity contracts can be expensive and complicated and tie up a senior’s […]

Apr 1, 2022 - Annuities by |

Sonoma County Financial Elder Abuse And Annuity Attorney: Take A Closer Look At Deferred Annuities Before An Agent Sells You One

ATTORNEY NEWSLETTER Agents Target Seniors With Retirement Planning Seminars The Goal Is To Sell Annuities Resist The Hype And Understand The Disadvantages Events like “retirement planning seminars” or “retirement consultations” typically devolve into annuity sales pitches by the hosting insurance agent.  Whenever an agent approaches you to consider a deferred […]

Mar 26, 2022 - Annuities Fraud by |

Orange County Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Unsuitable For Seniors

ATTORNEY NEWSLETTER Seniors Targeted For Annuity Purchases Understand The Primary Disadvantages Always Get A Second Opinion Evans Law Firm, Inc. recommends seniors avoid deferred annuities because deferred annuity contracts are expensive and complicated and tie up a senior’s money for years.  Often, insurance agents out to make sales claims to […]

Mar 21, 2022 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Unsuitable For Seniors

ATTORNEY NEWSLETTER Agents Target Seniors To Buy Annuities Annuities Aer Expensive And Tie Up Your Money For Years Substantial Penalties For Withdrawals During Early Contract Years Evans Law Firm, Inc. recommends seniors avoid deferred annuities because deferred annuity contracts are expensive and complicated and tie up a senior’s money for […]

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