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Category: Annuities

Dec 6, 2018 - Annuities by |

California Life Insurance and Annuities Attorney: Annuities Issued by Athene Annuity and Life Company (formerly Aviva Annuity and Life Company)

ATTORNEY NEWSLETTER Full and Partial Surrenders or Cancellations of Athene Annuity and Life Company Annuities Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California.  These contracts, like all deferred annuities, include penalties for early withdrawals, known as surrenders.  Surrenders may be full […]

Dec 4, 2018 - Annuities by |

California and Alameda County Annuity and Financial Elder Abuse Attorney: Proposed SEC Rule Change for Variable Annuities and Variable Life Insurance

ATTORNEY NEWSLETTER Greater Disclosures Still May Not Tell The Full Story Variable annuities and variable life insurance contracts are expensive, complex securities sold by prospectuses and subject to regulation by the U.S. Securities and Exchange Commission (SEC).   This week, the SEC announced proposed rule changes intended to improve disclosures for […]

Nov 13, 2018 - Annuities by |

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

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses With over $200 billion in annual sales the annuity industry is big business. Annuities come in a variety of forms, all of which are complex.  Indexed annuities (sometimes branded “fixed indexed annuities”) are particularly complex.  Agents push them in volatile markets, claiming […]

Oct 29, 2018 - Annuities by |

Alameda 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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"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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