Category: Annuities

ATTORNEY NEWSLETTER Understand What An Agent Is Trying To Sell You Resist High-Pressure Sales Annuities Are Expensive, Complicated Insurance Products A recent study shows only 27% of Americans believe they will be financially secure in retirement. Insurance agents dwell on statistics like that, especially when luring older consumers into annuities. […]

ATTORNEY NEWSLETTER Seniors Targets of Financial Elder Abuse If You’re a Victim, We Can Help Unscrupulous stockbrokers, insurance agents, financial advisors and retirement planners all prey on seniors with money to invest. Seniors are natural targets as they hold 1/3 of the nation’s wealth. Seniors may also be more receptive […]

ATTORNEY NEWSLETTER Understand What An Agent Is Trying To Sell You Resist High-Pressure Sales Annuities Are Expensive, Complicated Insurance Products Based on years of litigation experience, our lawyers recommend consumers, especially senior consumers, avoid annuities and certain types of life insurance contracts, like indexed universal life insurance. Research reinforces that […]

ATTORNEY NEWSLETTER Beware the Hype Consumer Risks, Especially For Seniors Annuities Are Expensive, Complicated Insurance Products Based on years of litigation experience, our lawyers recommend consumers, especially senior consumers, avoid annuities or life insurance.  Insurance carriers, marketing groups and agents tend to reinvent the ways they sell these products over […]

ATTORNEY NEWSLETTER Indexed And Fixed Indexed Annuities Are Complex And Expensive Consumer Risks, Especially For Seniors Beware Complicated New Products Our lawyers recommend consumers, especially senior consumers, avoid annuities or life insurance. The insurance industry targets older investors with high-commission products like indexed and fixed indexed annuities. Indexed and fixed […]

ATTORNEY NEWSLETTER Deferred Annuities Are Complex and Expensive The Greatest Consumer Risk: Not Understanding What You’ve Been Sold Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of […]

ATTORNEY NEWSLETTER Indexed Annuities Are Complex and Expensive SEC Issues Bulletin Warning Consumers of Risks Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of red flags for […]

ATTORNEY NEWSLETTER What It Means For An Investment To Be Liquid Versus Illiquid Annuities Tie Up Your Money For Years Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. One of the primary reasons senior consumers […]

ATTORNEY NEWSLETTER Variable Annuities Are Complex and Expensive The High Cost of Variable Annuities Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities may be fixed (locked in interest rate), indexed (a blend of locked […]

ATTORNEY NEWSLETTER Annuities Are Complex and Expensive Your Money Is Tied Up For Years Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of red flags for consumers: […]