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Category: Annuities

Sep 28, 2018 - Annuities by |

Marin County and California Financial Elder Abuse and Annuity Attorneys: Concealed Annuity Replacements

ATTORNEY NEWSLETTER The Trouble With Annuity Replacements Churning Annuities In shifting economic climates, insurance agents often recommend replacement of old annuity or whole or universal life insurance policies with promises of better, newer products. For most policyholders, especially seniors, replacements are inappropriate because they are expensive, can trigger tax liabilities, […]

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Sep 24, 2018 - Annuities by |

San Francisco California Annuity, Securities and Financial Elder Abuse Attorney: FINRA Fines Securities America, Inc.

ATTORNEY NEWSLETTER Broker Pushed More Expensive Variable Annuities L-Share and B-Share Variable Annuities Not all variable annuities are the same. Carriers offer B-share contracts with long surrender charge periods and L-share policies with shorter surrender periods but higher fees and commissions.  Both types of variable annuities may be inappropriate for […]

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Sep 14, 2018 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Investor Trouble With Annuities

ATTORNEY NEWSLETTER How You Can Lose Money On Annuities  Investors, especially seniors, can get into real trouble investing in annuities. Annuities are expensive, complex long-term insurance products that tie up your money for years.  If you need your money for an emergency or increased living expenses, you’ll pay a penalty […]

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Sep 6, 2018 - Annuities by |

Marin County and California Annuity and Financial Elder Abuse Attorneys: Fixed Indexed Annuities

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Americans pump billions into complex fixed indexed annuities every year. Insurance agents push the annuities as a safe bet in volatile markets – they’ll tell you the policy offers the upside of market increases (the “indexed” part) with downside protection (the “fixed” part).  Advertised […]

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Jul 31, 2018 - Annuities by |

California Annuity Attorney: Annuities in IRAs

ATTORNEY NEWSLETTER Be Wary of Annuities in IRA Accounts 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 salesmen often counsel […]

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