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Category: Annuities

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 […]

Nov 12, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Annuity Interest Rates Keep Plunging

ATTORNEY NEWSLETTER Fall Of Annuity Interest Rates Continues Reassess The Viability Of Annuities Avoid Getting Stuck In An Annuity Annuity interest rates have been in a freefall in 2020, and there are no signs ahead of any correction.  Collapsing annuity interest rates translate into collapsing monthly payouts when contracts begin […]

Nov 9, 2020 - Annuities by |

California Annuity Attorney: Fraud In Structured Settlements

ATTORNEY NEWSLETTER Financial Advisor Embezzles $8 Million From Structured Settlement Funds Thirteen Individuals Swindled Out Of Annuity Funds Severely Disabled Child Among Victims Structured settlements operate essentially like annuities paying out an income stream from a fund of money set aside for that purpose.  Structured settlements are often  used for […]

Sep 17, 2020 - Annuities by |

California and San Francisco Financial Elder Abuse Attorney: Senior Citizens And Annuity Fees

ATTORNEY NEWSLETTER What Seniors Should Understand About Annuity Fees Fees Versus “Guarantees” How Carriers Protect Themselves Deferred annuities generally carry a variety of fees from initial sales commissions to producing agents, administrative fees, subaccount fees, and fees for enhanced contract features known as “riders.” Seniors consumers need to understand how […]

Sep 14, 2020 - Annuities by |

California and Marin County Financial Elder Abuse Attorney: Senior Citizens And Indexed Annuities

ATTORNEY NEWSLETTER What Seniors Should Understand About Indexed Annuities Understanding Indexed Annuities SEC Bulletin Updated Insurance agents often approach senior citizens with indexed deferred annuities as a “safe” investment for securing future income. Seniors need to understand how these complicated insurance contracts operate before committing to a sale. The Marin […]

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