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...
Category: Annuities
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...
Alameda County and California Annuity Attorney: Deferred Annuities
September 7, 2017
ATTORNEY NEWSLETTER Be Wary of Annuities in Any Form What are Deferred Annuities? Tax deferral is the key to successful retirement savings. Annuity salesmen advise consumers to invest in deferred annuities to maximize tax...
San Francisco County and California Annuities and Life Insurance Attorneys: Fiduciary Rule
August 10, 2017
ATTORNEY NEWSLETTER Insurance Agents and the Fiduciary Rule Putting You First The Department of Labor’s (DOL) long-awaited “fiduciary rule” recently took effect and ushers in significant changes to the...
ATTORNEY NEWSLETTER What to Expect From Your Financial Advisor Rules Governing Investment Recommendations Every day financial advisors recommend all kinds of investments to American consumers. Recommendations come from stock...