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Category: Annuities Fraud

Mar 15, 2024 - Annuities by |

San Francisco and California Life Insurance and Annuities Attorney: Guggenheim Partners/Security Benefit Life Insurance Company

ATTORNEY NEWSLETTER Guggenheim Partners/Security Benefit Life Insurance Company Total Value Annuities (TVAs) The life insurance and annuity attorneys at Evans Law Firm, Inc. represent California clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities and equity indexed universal life insurance. Indexed annuities […]

Mar 13, 2024 - Annuities by |

Belvedere/Tiburon Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Not Good Choices For Seniors

ATTORNEY NEWSLETTER Understand The Disadvantages For Seniors Withdrawal Penalties Make Exiting Policies Costly Fees, Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed annuities, like most deferred annuities, […]

Mar 7, 2024 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Deferred Annuities Not For Older Consumers

ATTORNEY NEWSLETTER Policies Carry High Expenses And Fees Withdrawal Penalties Lock You In Investment Risk Is Not Insured Against 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 […]

Feb 25, 2024 - Annuities Fraud by |

San Mateo County Financial Elder Abuse And Annuity Fraud Attorney: Annuity Sales And Reverse Mortgages

ATTORNEY NEWSLETTER Lenders Cannot Cross-Sell Annuities Watch For Illegal Sales Tactics Remedies For Injured Seniors California seniors with substantial equity and significant appreciation in their homes but fixed incomes may be approached by lenders to consider getting cash by taking out a reverse mortgage on their home.  The title “reverse […]

Feb 22, 2024 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Why Deferred Annuities Aer Not Good Choices For Seniors

ATTORNEY NEWSLETTER Deferred Annuities Pose Problems For Seniors Penalties For Exiting From Policies Fees, Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed annuities, like most deferred annuities, […]

Feb 19, 2024 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Fraud Attorney: Reverse Mortgages and Annuities

ATTORNEY NEWSLETTER Cross-Selling of Reverse Mortgages and Annuities Illegal Beware of Pressure Tactics Remedies For Injured Seniors Bay Area seniors are often approached to take out reverse mortgages on their homes.  Often, these individuals have substantial equity and significant appreciation in home value but reduced income following retirement (you have […]

Feb 18, 2024 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Disadvantages Of Deferred Annuities For Older Consumers

ATTORNEY NEWSLETTER Contract Expenses And Fees Withdrawal Penalties Make Exiting Contracts Costly Not FDIC Insured 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 penalties if you […]

Jan 31, 2024 - Annuities by |

Los Angeles/Orange County Annuity Attorney: Deferred Annuities Are Not Good Choice For Older Persons

ATTORNEY NEWSLETTER Locked In Contracts For Years No Control Over Investments Commissions, Fees And Administrative Costs As an industry saying goes, “Annuities are sold, not bought.” Don’t be one of the people who gets sold. Deferred annuities are long-term insurance contracts which require you to lose control over your investment, […]

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