ATTORNEY NEWSLETTER Annuity Scams Targeted At Seniors Annuity Fraud Seniors can often fall victim to financial elder abuse and scams; on average, this can cost an elder $140,500. This number, while certainly shocking, also...
Category: Annuities Fraud
ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is looking closely at brokers who churn their clients’ variable...
California and San Mateo County Annuity and Financial Elder Abuse Attorneys: Understanding Annuities
October 16, 2017
ATTORNEY NEWSLETTER Understanding Annuities Tying Up Savings and Hidden Costs Annuities are insurance contracts sold to provide guaranteed income for life. Deferred annuities defer that income (and possibly taxes) until a...
Contra Costa County and California Securities Fraud and Financial Elder Abuse Attorneys: Fiduciary Rule And Annuities
October 4, 2017
ATTORNEY NEWSLETTER Fiduciary Rule Impacts Annuity Sales Putting You First Makes A Difference The Department of Labor’s (DOL) long-awaited “fiduciary rule” took effect earlier this year and is...
Contra Costa County and California Financial Elder Abuse Attorney: Financial Elder Abuse and Insurance
September 26, 2017
ATTORNEY NEWSLETTER Financial Elder Abuse Protections Expanding Cases Against Insurance Companies and Agents Grow Over the past few years, financial elder abuse cases and protections have steadily expanded,...