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Category: Annuities Fraud

Apr 4, 2024 - Annuities by |

Healdsburg/Sonoma County Financial Elder Abuse And Annuity Attorney: Why Seniors Should Think Twice About Deferred Annuities

ATTORNEY NEWSLETTER Deferred Annuities Pose Problems For Seniors Penalties For Exiting From Policies Fees And Potential Tax Liabilities 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 30, 2024 - Annuities by |

Los Altos Financial Elder Abuse And Annuity Attorney: Why Deferred Annuities Are Not For Seniors

ATTORNEY NEWSLETTER Complicated Contracts With High Fees Penalized For Getting Your Money Back Complex Interest Crediting Formulas Evans Law Firm, Inc. generally recommends against certain types of deferred annuities especially for seniors because these complex insurance policies carry high fees, lack transparency and are illiquid. The contracts are illiquid because […]

Mar 25, 2024 - Annuities by |

Burlingame Annuity And Financial Elder Abuse Attorney: Why Deferred Annuities Are Not For Older Consumers

ATTORNEY NEWSLETTER Beware Aggressive Sales Tactics Long-Term Contracts Are Costly To Exit Commissions And Fees Diminish Returns Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in fact deferred annuities, […]

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 […]

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"I contacted Attorney Ingrid Evans for advice about a financial elder abuse case. She was extremely knowledgeable, bright and informative. I highly recommend her. I am an attorney myself, and know when I am talking to a another excellent attorney."
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