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Category: Annuities

Jan 16, 2020 - Annuities by |

California and Marin County Annuity and Financial Elder Abuse Attorneys: Think Before You Convert That CD Or Other Investment Into An Annuity

ATTORNEY NEWSLETTER Avoid The Push Toward Annuities Insurance Agents and Banks Earn Commissions on Sales America has been in a low-interest-rate economy for years and returns on Certificates of Deposit, bonds and money market funds have been on the low side for some time.  Now bank rates and bond interest […]

Dec 16, 2019 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Avoid The Rush To Risky Annuities

ATTORNEY NEWSLETTER Downsides to Variable and Indexed Annuities Know the Risks Before You Buy Insurance industry figures show sales of variable and indexed annuities have increased in the past few months. Our litigators recommend against variable and indexed annuities for any consumers, especially seniors. All annuities are complicated and risky, […]

Dec 15, 2019 - Annuities by |

California and San Francisco Annuity Attorneys: Nationwide Life and Annuity Insurance Company Fixed Indexed Annuities

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights and High Point Fixed Indexed Annuities Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California and throughout the United States under the trade names Nationwide New Heights©, Nationwide […]

Dec 14, 2019 - Annuities by |

California and Marin County Annuity Attorneys: Athene Annuity and Life Company (formerly Aviva Annuity and Life Company) Fixed Indexed Annuities

ATTORNEY NEWSLETTER Balanced Choice Annuities From Athene Annuity and Life Company Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California and throughout the United States under the trade names BCA Elevate©, Balanced Choice ©, and Balanced Choice Annuity Elevate ©. These contracts, […]

Dec 11, 2019 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Avoid Annuities in Retirement Plans

ATTORNEY NEWSLETTER The Downsides to Annuities in Retirement Plans Consider Other Tax-Deferred Options Risks to Seniors Our litigators recommend against annuities because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it. We especially advise against any such investment for […]

Dec 7, 2019 - Annuities by |

California and Marin County Annuity Attorneys: Athene Annuity and Life Company (formerly Aviva Annuity and Life Company) Fixed Indexed Annuities

ATTORNEY NEWSLETTER Balanced Choice Annuities From Athene Annuity and Life Company Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California and throughout the United States under the trade names BCA Elevate©, Balanced Choice ©, and Balanced Choice Annuity Elevate ©. These contracts, […]

Dec 2, 2019 - Annuities by |

San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse By Insurance Agents

ATTORNEY NEWSLETTER How Insurance Agents May Financially Exploit Seniors Unscrupulous insurance agents, financial advisors and trustees target vulnerable seniors for financial elder abuse. A recently reported California case[1] illustrates what can happen to unsuspecting elderly consumers.  According to a complaint filed by an elderly couple in Southern California, an independent […]

Nov 17, 2019 - Annuities by |

California Annuities and Financial Elder Abuse Attorneys: Fixed Indexed Annuities Issued by Athene Annuity and Life Company (formerly Aviva Annuity and Life Company)

ATTORNEY NEWSLETTER Balanced Choice Annuities From Athene Annuity and Life Company Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California and throughout the United States under the trade names BCA Elevate©, Balanced Choice ©, and Balanced Choice Annuity Elevate ©. These contracts, […]

Nov 16, 2019 - Annuities by |

California Annuities and Financial Elder Abuse Attorneys: Fixed Indexed Annuities Issued by Nationwide Life and Annuity Insurance Company

ATTORNEY NEWSLETTER Full and Partial Surrenders or Cancellations of Nationwide Life and Annuity Insurance Company Annuities Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High Point 365 ©, and Nationwide High […]

Nov 14, 2019 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Retirement Plans and Annuities

ATTORNEY NEWSLETTER Regulators Take Closer Look Investigating Annuity Sales Practices Our litigators recommend against annuities because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it. Agents may pitch you on an annuity for your retirement plan. We advise against […]

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