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Category: Annuities

Oct 20, 2017 - Annuities by |

Alameda County Financial Elder Abuse and Annuity Attorneys: FINRA Enforcement

ATTORNEY NEWSLETTER  FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is looking closely at brokers who churn their clients’ variable annuities. Recently, FINRA announced it disciplinary measures against two brokers who churned client annuities.  The churns (ore replacements) resulted in heavy […]

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Oct 16, 2017 - Annuities by |

California and San Mateo County Annuity and Financial Elder Abuse Attorneys: Understanding Annuities

ATTORNEY NEWSLETTER Understanding Annuities Tying Up Savings and Hidden Costs Annuities are insurance contracts sold to provide guaranteed income for life. Deferred annuities defer that income (and possibly taxes) until a future date. Insurance agents and advisors promote annuities as retirement savings vehicles. We at Evans Law Firm do not […]

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Aug 25, 2017 - Annuities by |

California Annuity Attorney: Annuities in IRAs

ATTORNEY NEWSLETTER Be Wary of Annuities in IRA Accounts IRAs Are Tax-Deferred Tax deferral is the key to successful retirement savings. IRAs, 401(k)s, SEPs and the like offer deferral and savers can see their retirement savings grow tax-free until it’s time to withdraw without penalty after age 59 ½. Annuity […]

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Aug 10, 2017 - Annuities by |

San Francisco County and California Annuities and Life Insurance Attorneys: Fiduciary Rule

ATTORNEY NEWSLETTER Insurance Agents and the Fiduciary Rule Putting You First The Department of Labor’s (DOL) long-awaited “fiduciary rule” recently took effect and ushers in significant changes to the annuity and life insurance industry. The fiduciary rule holds advisors and insurance agents to a higher standard of conduct in recommendations […]

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Aug 9, 2017 - Annuities by |

Marin County and California Securities Attorney: Suitability Rules

ATTORNEY NEWSLETTER What to Expect From Your Financial Advisor Rules Governing Investment Recommendations Every day financial advisors recommend all kinds of investments to American consumers. Recommendations come from stock brokers, insurance agents, bankers, financial planners, and investment advisors. Different government, industry and company rules govern these recommendations. Generally, one of […]

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