ATTORNEY NEWSLETTER Lincoln Financial Deferred Annuities The annuity attorneys at Evans Law Firm Inc. have experience representing clients who have suffered losses on all types of annuity contracts, including fixed, indexed,...
Category: Annuities
San Mateo County and California Annuity and Financial Elder Abuse Attorney: Income Riders in Annuities
November 1, 2017
ATTORNEY NEWSLETTER Understanding Income Riders What Are Income Riders? Deferred annuities are insurance policies where the policyholder pays a premium today to receive a series of payments back at some future date. Growth on...
Santa Clara County Financial Elder Abuse and Annuity Attorney: Annuity Replacements
October 27, 2017
ATTORNEY NEWSLETTER Surrender Charges and Taxes Full or Partial Surrenders Whenever an insurance agent pitches a replacement of your existing annuity, think surrender charges and tax consequences. Surrender charges may be...
ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is looking closely at brokers who churn their clients’ variable...
California and San Mateo County Annuity and Financial Elder Abuse Attorneys: Understanding Annuities
October 16, 2017
ATTORNEY NEWSLETTER Understanding Annuities Tying Up Savings and Hidden Costs Annuities are insurance contracts sold to provide guaranteed income for life. Deferred annuities defer that income (and possibly taxes) until a...