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Category: Annuities

Dec 11, 2019 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Avoid Annuities in Retirement Plans

ATTORNEY NEWSLETTER The Downsides to Annuities in Retirement Plans Consider Other Tax-Deferred Options Risks to Seniors Our litigators recommend against annuities because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it. We especially advise against any such investment for […]

Dec 7, 2019 - Annuities by |

California and Marin County Annuity Attorneys: Athene Annuity and Life Company (formerly Aviva Annuity and Life Company) Fixed Indexed Annuities

ATTORNEY NEWSLETTER Balanced Choice Annuities From Athene Annuity and Life Company Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California and throughout the United States under the trade names BCA Elevate©, Balanced Choice ©, and Balanced Choice Annuity Elevate ©. These contracts, […]

Dec 2, 2019 - Annuities by |

San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse By Insurance Agents

ATTORNEY NEWSLETTER How Insurance Agents May Financially Exploit Seniors Unscrupulous insurance agents, financial advisors and trustees target vulnerable seniors for financial elder abuse. A recently reported California case[1] illustrates what can happen to unsuspecting elderly consumers.  According to a complaint filed by an elderly couple in Southern California, an independent […]

Nov 17, 2019 - Annuities by |

California Annuities and Financial Elder Abuse Attorneys: Fixed Indexed Annuities Issued by Athene Annuity and Life Company (formerly Aviva Annuity and Life Company)

ATTORNEY NEWSLETTER Balanced Choice Annuities From Athene Annuity and Life Company Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California and throughout the United States under the trade names BCA Elevate©, Balanced Choice ©, and Balanced Choice Annuity Elevate ©. These contracts, […]

Nov 16, 2019 - Annuities by |

California Annuities and Financial Elder Abuse Attorneys: Fixed Indexed Annuities Issued by Nationwide Life and Annuity Insurance Company

ATTORNEY NEWSLETTER Full and Partial Surrenders or Cancellations of Nationwide Life and Annuity Insurance Company Annuities Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High Point 365 ©, and Nationwide High […]

Nov 14, 2019 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Retirement Plans and Annuities

ATTORNEY NEWSLETTER Regulators Take Closer Look Investigating Annuity Sales Practices Our litigators recommend against annuities because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it. Agents may pitch you on an annuity for your retirement plan. We advise against […]

Nov 2, 2019 - Annuities by |

San Francisco and California Life Insurance and Annuities Attorney: Security Benefit Life Insurance Company

ATTORNEY NEWSLETTER Class Action Against Security Benefit Life Insurance Company Three consumers recently filed a national class-action lawsuit against Security Benefit Life Insurance Co. for misrepresentations made by Security Benefit in connection with the sale of certain of its fixed indexed annuities. Evans Law Firm, Inc. represents the plaintiffs.  The […]

Oct 31, 2019 - Annuities by |

California and Marin Annuity and Financial Elder Abuse Attorney: Avoid The Annuity Pitch

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. […]

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