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Category: Annuities

Aug 12, 2021 - Annuities by |

San Mateo County Annuity and Financial Elder Abuse Attorneys: The Risks And Dangers of Indexed Annuities For Seniors

ATTORNEY NEWSLETTER Not The Same As Index Fund Investments High Sales Commissions, Fees And Withdrawal Penalties Annuities Are Not Insure Investments Whenever an insurance agent approaches you with a deferred annuity, like an indexed annuity dig a little deeper to understand how these indexed annuities operate in real life. Indexed […]

Jul 23, 2021 - Annuities by |

San Francisco And Santa Clara County Financial Elder Abuse Attorney: Senior Consumers And Fixed Indexed Annuities

ATTORNEY NEWSLETTER Looking Through The Sales Hype Fixed Indexed Annuities Are Costly And Complex Replacing Existing Policies Can Be A Big Mistake Agents sell fixed indexed annuities as a “safe” investment in times of market volatility.  Evans Law Firm, Inc. recommends against deferred annuities, including fixed indexed annuities, for older […]

Jul 14, 2021 - Annuities by |

San Francisco and Alameda County Annuity And Financial Elder Abuse Attorneys: Why Deferred Annuities Are A Bad Idea For Seniors

ATTORNEY NEWSLETTER Resist Fear Tactics Used To Sell Annuities Sales Commissions Drive The Annuity Industry Consider Other Tax-Deferred Strategies Deferring taxes on retirement savings is a key part of any retirements planning. Tax deferrals can be achieved through direct investment of IRAs or 401ks in mutual funds or ETFs. We […]

Jul 8, 2021 - Annuities by |

Los Angeles and Orange County Annuity And Financial Elder Abuse Attorneys: Annuities: Complex And Costly To Exit

ATTORNEY NEWSLETTER Annuities Are Complicated Insurance Policies  Disadvantages For Seniors Understand How Annuities Work Before You Are Sold One Evans Law Firm, Inc. recommends seniors avoid deferred annuities because these insurance contracts are costly and complicated and expensive to get out of once you are in one.  Tax deferrals can […]

Jun 21, 2021 - Annuities by |

California and Los Angeles Financial Elder Abuse Attorney: Unsuitable Annuities Sold To Older Consumers

ATTORNEY NEWSLETTER Disadvantages of Deferred Annuities High Pressure Sales And Other Questionable Practices Replacements And Exchanges Particularly Disadvantageous Deferred annuities present real, potential problems for seniors through contract costs and especially the surrender penalties incurred when the policyholder wants to take his or her money out. When selling annuities to […]

Jun 1, 2021 - Annuities by |

Los Angeles Financial Elder Abuse Attorney: Misconceptions About Annuities

ATTORNEY NEWSLETTER Dangers For Seniors Questionable Sales Tactics And Inadequate Disclosures Replacement Transactions Can Be Costly Financial elder abuse includes the sale to seniors of unsuitable insurance products.  These unsuitable insurance products include deferred annuities, complex contracts with high fees and significant penalties, known as surrender charges, if you need […]

May 10, 2021 - Annuities by |

Los Angeles and Orange County Financial Elder Abuse and Annuity Attorneys: What Are Buffer Annuities And How Do They Work?

ATTORNEY NEWSLETTER Buffer Annuities Are A Type of Variable Annuity Similarities To Indexed Annuities Caps And Participation Rates Limit Returns All deferred annuities are complex insurance products, and we recommend against them for senior consumers particularly.  Deferred annuities are sold by agents in three general categories: fixed, indexed, and variable.  […]

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