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Category: Annuities Fraud

Dec 13, 2018 - Annuities by |

California and Alameda County Annuity Fraud and Financial Elder Abuse Attorney: Annuity Fraud on Seniors

ATTORNEY NEWSLETTER Unsuitable Sales, Improper Exchanges, High Fees, Tying Up Your Money Seniors Beware Unscrupulous advisors and insurance agents, hungry for commissions, push annuities on seniors worried about income levels for their later years. The sales pitches rev up as markets turn volatile and promises of guaranteed rates sound good. […]

Dec 11, 2018 - Annuities Fraud by |

Marin County and California Financial Elder Abuse and Securities Attorney: Financial Advisor, Planner, and Stockbroker Fraud and Financial Elder Abuse

ATTORNEY NEWSLETTER Seniors: Watch Out for Financial Fraud From Planners, Stockbrokers and Financial Advisors If You’re a Victim, We Can Help Unscrupulous financial advisors, retirement planners and stock brokers prey on seniors in particular. In some cases, the broker/advisor has a history of preying on the elderly but the brokerage […]

Dec 7, 2018 - Annuities by |

California and Alameda County Financial Elder Abuse Attorney: Financial Exploitation of Seniors

ATTORNEY NEWSLETTER FINRA Reports Surge In Financial Elder Abuse Claims Unsuitable Products, Breach of Contract, Negligent Advice and More Investors harmed by broker or advisor recommendations can file complaints about the misconduct with the Financial Industry Regulatory Authority (FINRA). FINRA has the power to levy fines and disciplinary sanctions.  The […]

Oct 29, 2018 - Annuities by |

Alameda County and California Annuity and Financial Elder Abuse Attorneys: Fixed Indexed Annuities

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Americans pump billions into complex fixed indexed annuities every year. Insurance agents push the annuities as a safe bet in volatile markets – they’ll tell you the policy offers the upside of market increases (the “indexed” part) with downside protection (the “fixed” part).  Advertised […]

Oct 17, 2018 - Annuities by |

San Francisco and California Elder Abuse, Annuity and Securities Attorneys: Financial Elder Abuse by Insurance Agents and Carriers

ATTORNEY NEWSLETTER Fighting Harm to Senior Citizens Insurance agents and carriers target seniors for expensive insurance products like life insurance and annuities that charge high premiums and pay big commissions but are unsuitable for the senior’s financial picture and station in life. After the policies are in place, seniors find […]

Oct 12, 2018 - Annuities by |

San Francisco and California Financial Elder Abuse, Annuities and Securities Attorneys: Deferred Annuities and Seniors

ATTORNEY NEWSLETTER Seniors Beware of Deferred Annuities Deferred annuities are complicated insurance policies where the policyholder pays a premium today for a series of income payments in the future. Carriers and agents sell deferred annuities with fixed interest rates, variable rates, and in policies offering fixed and variable funds. All […]

Sep 28, 2018 - Annuities by |

Marin County and California Financial Elder Abuse and Annuity Attorneys: Concealed Annuity Replacements

ATTORNEY NEWSLETTER The Trouble With Annuity Replacements Churning Annuities In shifting economic climates, insurance agents often recommend replacement of old annuity or whole or universal life insurance policies with promises of better, newer products. For most policyholders, especially seniors, replacements are inappropriate because they are expensive, can trigger tax liabilities, […]

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"We contacted Evans Law Firm when we were unable to collect on a Long-Term Life Insurance policy for an elderly family member. Ingrid responded almost immediately with an offer of a free consultation. I was immediately impressed with her passion for justice!!"
Posted By: Nancy Stevens

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