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...
Category: Annuities Fraud
California and San Francisco Annuity Fraud and Financial Elder Abuse Attorney: Annuity Fraud on Seniors
March 5, 2019
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...
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...
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....