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Category: Annuities

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.  […]

Apr 29, 2021 - Annuities by |

Los Angeles Financial Elder Abuse and Annuity Attorneys: Fixed Indexed Annuities And Seniors

ATTORNEY NEWSLETTER Seniors And Fixed Indexed Annuities High Commissions, Fees, And Surrender Penalties Policy Exchanges As Taxable Events Deferred annuities are complex insurance products.  Carriers that issue the products pay handsome sales commissions to the agents who sell the products to consumers.  With old consumers especially, an agent may propose […]

Mar 26, 2021 - Annuities by |

Santa Clara County Financial Elder Abuse Attorney: What Senior Consumers Need To Know About Indexed Annuities

ATTORNEY NEWSLETTER Reading Between The Lines On Complex Contracts Return Calculations, Caps, Fees, And Penalties Research Before You Buy The Santa Clara financial elder abuse attorneys at Evans Law Firm, Inc. advise against deferred annuities for senior consumers because our litigators have seen too many older persons economically harmed by […]

Mar 12, 2021 - Annuities by |

Los Angeles Annuity and Financial Elder Abuse Attorneys: Unsuitable Annuities And Questionable Sales Tactics

ATTORNEY NEWSLETTER Financial Elder Abuse In Insurance Sales Sales Tactics And Insurance Contracts As Forms Of Financial Elder Abuse Disastrous Replacement Transactions Financial elder abuse comes in various forms and from different sources.  One of the most pernicious and financially disastrous can be in the form of unsuitable insurance products, […]

Feb 17, 2021 - Annuities by |

Orange County and California Annuity and Financial Elder Abuse Attorneys: Deferred Annuities Are Unsuitable Investments For Seniors

ATTORNEY NEWSLETTER Complicated Deferred Annuities Unsuitable For Seniors Beware of High-Pressured Sales Tactics Like “Estate Planning Seminars” “Bonuses” Are Marketing Gimmicks Insurance companies offer sales commissions as high as 10 percent to insurance agents who sell products like long-term deferred annuities to senior citizens.  In our current economic environment, agents […]

Dec 11, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: What Seniors Need To Know About Indexed Annuities

ATTORNEY NEWSLETTER Indexed Annuities Are Not Index Fund Investments Indexed Annuity Policy Limitations On Returns Caps, Participation Limits, Annual Fees And Surrender Charges Insurance agents sell indexed deferred annuities to seniors as “safe” investments for income later in life.  But rather than take the selling points at face value, seniors […]

Nov 18, 2020 - Annuities by |

San Francisco and California Annuity Attorneys: Deferred Annuities Are Insurance Policies Not Straight Index Fund Investments

ATTORNEY NEWSLETTER Insurance Policies Are Not Fund Investments Contract Rates Have Caps And Other Limitations Penalties On Withdrawals  When you survey fliers and ads for indexed deferred annuities you may get the sense that deferred annuities are really the same as direct investments in market indexes. They aren’t; deferred annuities […]

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