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Category: Annuities Fraud

Mar 27, 2019 - Annuities by |

Marin County and California Annuity and Financial Elder Abuse Attorneys: What You Need to Know About Annuity, Whole Life Insurance and Equity-Indexed Life Insurance Risks

ATTORNEY NEWSLETTER Beware Annuities, Whole Life and Equity-Indexed Life Insurance  Consider the Drawbacks and Downsides Insurance agents and financial advisors push annuities and whole and equity-indexed life insurance as part of retirement savings plans, particularly on seniors or persons getting close to retirement and concerned about future income levels. Beware.  All of […]

Mar 5, 2019 - Annuities by |

California and San Francisco Annuity Fraud and Financial Elder Abuse Attorney: Annuity Fraud on Seniors

ATTORNEY NEWSLETTER Annuity Salesmen Target Seniors Avoid the “Free Lunch” Commission-driven insurance agents target seniors and retirement savers with all kinds of complicated annuities especially in volatile markets. There’s an inherent conflict in their sales pitch because what’s best for the agent isn’t necessarily what’s best for the consumer. One […]

Feb 11, 2019 - Annuities by |

Marin County and California Securities and Financial Elder Abuse Attorney: Unsuitable Variable Annuities

ATTORNEY NEWSLETTER FINRA Continues Fines on Sales of Unsuitable L Share Annuities Variable annuities are sold as B-share and L-share contracts.  B-share annuities are the more common and sold to investors with long-term investment horizons. B-shares typically have lengthy surrender charge periods.  L Share Variable Annuities are a type of […]

Feb 4, 2019 - Annuities Fraud by |

FINRA Levies Big Fines in 2018 for Unsuitable Annuities and More

ATTORNEY NEWSLETTER FINRA Levies Big Fines in 2018 for Sales of Unsuitable Annuities and Other Misconduct The Financial Industry Regulatory Authority (FINRA) polices financial advisor fraud including recommendations of unsuitable annuities. The agency detected a disturbing trend of sales to consumers, including seniors, of unsuitable products and “largely unsupervised” inappropriate […]

Jan 25, 2019 - Annuities Fraud by |

Marin County and California Financial Elder Abuse Attorneys: Financial Elder Abuse By Insurance Agents

ATTORNEY NEWSLETTER How Insurance Agents Can Financially Exploit Seniors Unscrupulous insurance agents can really wreak havoc on a senior’s finances. Agent misconduct ranges from outright theft to more subtle forms of exploitation such as selling unsuitable life insurance and annuity policies or churning a senior’s existing policies into new ones […]

Jan 15, 2019 - Annuities Fraud by |

San Francisco and California Financial Elder Abuse and Securities Attorney: Financial and Investment Advisor, Insurance Agent, and Stockbroker Fraud and Financial Elder Abuse

ATTORNEY NEWSLETTER Seniors: Watch Out for Fraud by Financial Advisors, Insurance Agents, and Stock Brokers If You’re a Victim, We Can Help Unscrupulous insurance agents, financial and investment advisors, retirement planners, and stock brokers prey on seniors in particular. After all, seniors hold 1/3 of the nation’s wealth. Seniors may […]

Jan 4, 2019 - Annuities by |

Alameda County and California Annuity and Financial Elder Abuse Attorneys: What You need to Know About Annuity Fraud on Seniors

ATTORNEY NEWSLETTER Fraud Up as Annuity Sales Increase Unsuitable Products and Churning Annuity sales are up and so are cases of fraud, especially on seniors. The fraud on seniors varies but typically involves either the sale of unsuitable products or unlawful “churning,” where agents convince annuity owners to trade one […]

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