ATTORNEY NEWSLETTER Annuity Scams Targeted At Seniors Annuity Fraud On average, a senior victimized by financial elder abuse loses over $140,000. That level of monetary loss is devastating. Unscrupulous insurance agents are...
Category: Annuities Fraud
Marin County and California Securities and Financial Elder Abuse Attorney: Unsuitable Variable Annuities
February 11, 2019
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...
Marin County and California Financial Elder Abuse and Securities Attorney: Broker Background Checks
February 5, 2019
ATTORNEY NEWSLETTER Preventing Fraud and Abusive Practices Always Check Backgrounds Before You Buy Hopefully, you already check the backgrounds of any contractors or caregivers or others you let in your home to do work....
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...
Marin County and California Financial Elder Abuse Attorneys: Financial Elder Abuse By Insurance Agents
January 25, 2019
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...