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Category: Annuities

Sep 4, 2020 - Annuities by |

California and Alameda County Financial Elder Abuse Attorney: Understand Any Insurance Product Before You’re Sold One

ATTORNEY NEWSLETTER Seniors Targeted For Unsuitable Insurance Or Investments Always Get A Second Opinion When it comes to the sale of deferred annuities to seniors, inappropriate sales practices can occur in many ways and come from a variety of sources. “Free lunch” investment seminars may be on hold right now […]

Aug 17, 2020 - Annuities by |

California and Alameda County Financial Elder Abuse Attorney: Seniors Watch Out For High Pressure Insurance Sales Tactics

ATTORNEY NEWSLETTER Beware the Hype Agents Target Seniors Deferred Annuities Are Expensive, Complicated Insurance Products Based on years of litigation experience, our lawyers recommend senior consumers avoid deferred annuities or certain kinds of misleading life insurance contracts. Insurance carriers, marketing groups and agents tend to reinvent the ways they sell […]

Aug 4, 2020 - Annuities by |

Marin County and California Annuity and Financial Elder Abuse Attorneys: Understanding Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Risks, Costs, Complexity, And Downsides Deferred Annuities Are Insurance Policies Not Fund Investments Do Not Be Rushed Into A Sale Dropping interest rates and market volatility may be with us for quite a while in this new, COVID-19 world. There are still insurance agents and financial advisors with […]

Jul 15, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: What You Need To Know About Annuities If You’re A Senior

ATTORNEY NEWSLETTER Understand The Costs And Downsides Deferred Annuities Are Insurance Policies Not Fund Investments Do Not Be Rushed Into A Sale When selling annuities to senior citizens, insurance agents may gloss over the fine print and leave out some important details about how annuities actually work. Our litigators recommend […]

Jun 19, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Avoid Fixed Indexed Annuities

ATTORNEY NEWSLETTER Understand The Drawbacks of Fixed Indexed Annuities Insurance Policies Not Investments Do Not Be Rushed Into A Sale The current bear market and COVID-19 economic downfall have insurance agents out pushing fixed indexed annuities as a blend of safety and upside opportunity should the market turn around. Don’t […]

Jun 17, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Why Senior Citizens Should Avoid Annuities

ATTORNEY NEWSLETTER Understand Returns, Costs, and Penalties Resist Hard Sell Tactics Especially “Free Lunch” Seminars! Our litigators recommend against annuities for any older consumers because commissions and fees are high, returns on your money are calculated to benefit the carrier not you, and the contracts tie up your money for […]

Jun 5, 2020 - Annuities by |

California Financial Elder Abuse and Annuity Attorneys: Understand The Possible Risks of Annuity Replacements and 1035 Exchanges

ATTORNEY NEWSLETTER Disadvantages Of A “1035” Exchange  Consider 1035 Proposals As Red Flags Annuity Transactions And Tax Consequences Our litigators recommend against annuities, especially for seniors. If you already own an annuity, be extremely cautious whenever an agent or advisor recommends you replace or exchange it, especially if the idea […]

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"After a year of frustration working with the insurance company..my husband and I contacted Evans Law Firm. What a relief...within a month we had come to a resolution that was exceptable by all parties...THANK YOU EVANS LAW FIRM!"
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