ATTORNEY NEWSLETTER Genworth Life and Annuity Insurance Company Whole and Universal Life Insurance Required Disclosures to Senior Policyholders If you are over age 60, live in Marin County or elsewhere in California, and...
Category: Annuities
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...
San Francisco and California Annuity and Financial Elder Abuse Attorneys: High Pressure Annuity Sales Tactics
January 20, 2019
ATTORNEY NEWSLETTER Beware the Hard-Sell Free Steak Dinner High Pressure After a Free Meal Seniors and retirement investors grow anxious in a volatile stock market. Insurance agents seize on that anxiety to push annuities and...
Marin County and California Securities and Financial Elder Abuse Attorney: Surrenders and L Share Variable Annuities
January 11, 2019
ATTORNEY NEWSLETTER FINRA Concerns With L Share Annuities L Share Variable Annuities are a type of variable annuity where the surrender charge period under the contract is shortened to three or four years but administrative...
San Francisco and California Annuity and Financial Elder Abuse Attorneys: Understanding Annuities
January 9, 2019
ATTORNEY NEWSLETTER Annuities Are Expensive, Complex, and Illiquid Big Fees, Modest Yields, and Withdrawal Charges Annuity carriers and agents use fear tactics to push annuities. One agent recently claimed on the radio that...