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Category: Annuities

Mar 20, 2018 - Annuities by |

Marin County and California Financial Elder Abuse and Annuity Attorneys: FINRA Enforcement

ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is the independent authority that governs the nation’s financial industry, including the sale of annuities to American consumers. Lately, FINRA has begun to look closely at brokers who churn their clients’ […]

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Feb 26, 2018 - Annuities by |

San Mateo County and California Life Annuities Attorney: Transamerica Annuities

ATTORNEY NEWSLETTER Transamerica Life Insurance Company Variable Annuities The annuity attorneys at Evans Law Firm Inc. represent clients who have suffered losses from surrenders and fees on all types of annuity contracts, including fixed, indexed, and variable deferred annuities. These contracts charge sales commissions, rider fees and other benefit charges, […]

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Feb 14, 2018 - Annuities by |

Santa Clara County and California Financial Elder Abuse and Annuity Attorneys: Annuity Replacements

ATTORNEY NEWSLETTER Beware of Annuity Surrenders, Churns, Replacements, Twists, and Switches Whenever an insurance salesman or financial advisor recommends you replace or exchange an annuity you own, be sure to get a second opinion. Annuity replacements (also known as churns, exchanges, twists, or switches) often result in surrender penalties, new […]

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Feb 9, 2018 - Annuities by |

Santa Clara County and California Financial Elder Abuse and Annuity Attorneys: Annuity Replacements

ATTORNEY NEWSLETTER Beware of Surrenders, Churns, Replacements, Twists, and Switches Whenever an insurance salesman or financial advisor recommends you replace or exchange an annuity you own, be sure to get a second opinion. Annuity replacements (also known as churns, exchanges, twists, or switches) often result in surrender penalties, new commissions, […]

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Jan 25, 2018 - Annuities by |

San Mateo County and California Life Insurance Attorney: Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always better, tax-deferred, returns on investment.  Some insurance carriers are shifting focus entirely from indexed annuities to IULs as […]

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