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Category: Annuities

Jun 17, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Why Senior Citizens Should Avoid Annuities

ATTORNEY NEWSLETTER Understand Returns, Costs, and Penalties Resist Hard Sell Tactics Especially “Free Lunch” Seminars! Our litigators recommend against annuities for any older consumers because commissions and fees are high, returns on your money are calculated to benefit the carrier not you, and the contracts tie up your money for […]

Jun 5, 2020 - Annuities by |

California Financial Elder Abuse and Annuity Attorneys: Understand The Possible Risks of Annuity Replacements and 1035 Exchanges

ATTORNEY NEWSLETTER Disadvantages Of A “1035” Exchange  Consider 1035 Proposals As Red Flags Annuity Transactions And Tax Consequences Our litigators recommend against annuities, especially for seniors. If you already own an annuity, be extremely cautious whenever an agent or advisor recommends you replace or exchange it, especially if the idea […]

Jun 3, 2020 - Annuities by |

Marin and California Annuity and Financial Elder Abuse Attorneys: Annuities Are Not For Seniors

ATTORNEY NEWSLETTER The Downsides to Annuities for Seniors Resist Hard Sell Tactics Especially The “Free Lunch” Seminars! By some estimates, American seniors hold two-thirds of the individual wealth in the United States. Insurance agents pursue senior consumers especially with insurance products like long-term deferred annuities. Every time an agent sells […]

May 4, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Understand Annuities Before You Buy

ATTORNEY NEWSLETTER Annuities are Long-Term Insurance Policies Do Not Be Rushed Into An Annuity Commissions, Fees And Surrender Charges Our lawyers recommend avoiding annuities of any kind, especially for seniors, because sales commissions are high, policies tie up your money for many years, and returns are routinely not as high […]

Apr 30, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Interest Rates And Annuity Pricing

ATTORNEY NEWSLETTER Interest Rates On Fixed Annuities Plummeting  Do Not Be Rushed Into A Fixed Annuity Understanding Rates Of Return On Annuities Whenever the Dow drops, insurance agents push annuities as “safe” retirement investments. But right now interesting rates are dropping too which means annuity carriers will pay a lower […]

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