ATTORNEY NEWSLETTER Beware Annuity Scams Agents Target Seniors Salesmen masquerading as “advisors” or “planners” run annuity scams every day in this country. Their favorite targets are seniors. Seniors...
Category: Annuities Fraud
ATTORNEY NEWSLETTER Why You Should Think Twice About Annuities Annuities Annuities are a hot topic these days as one of our largest generations ages into retirement. The big question that they seem to have is: how do I ensure...
Alameda County and California Annuity and FINRA Arbitration Attorneys: Unsuitable Annuities, Fraud and Commissions
June 21, 2017
ATTORNEY NEWSLETTER Big Commissions on Unsuitable Annuity Exchanges FINRA Cracking Down Annuity salesman love to promote annuity exchanges, urging clients to swap one annuity for another. Big commissions incentivize salesmen...
ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Incomplete information is worse than none at all, particularly when it comes to annuities and taxes. The attached article is an example of incomplete...
Marin County Annuity Fraud and FINRA Arbitration Attorney: Annuity Fraud and FINRA Arbitration
June 12, 2017
ATTORNEY NEWSLETTER FINRA Gives Individual $1 Million for Annuity Fraud Annuity Fraud Annuity fraud, especially targeting seniors, is a growing problem. Complex annuities are often sold to individuals as retirement...