ATTORNEY NEWSLETTER Why Do Annuities Have a Bad Reputation? If you’ve been looking into an annuity, it’s almost certain you’ve come across a lot of sources warning you away. Why is that? On the surface, an...
Category: Annuities
ATTORNEY NEWSLETTER A Flawed Premise: Insurance as Investment What is Universal Life Insurance? Universal life insurance, and especially indexed universal life insurance, is one of the fasting growing segments of the life...
California Elder Abuse Attorney: Safe Senior Act
July 28, 2016
ATTORNEY NEWSLETTER New Legal Landscape of Elder Law The U.S. House of representative has just approved legislation that would protect financial advisors who report financial elder abuse from lawsuits over breach of privacy....
San Francisco Annuity Fraud Attorney: Stability
July 14, 2016
ATTORNEY NEWSLETTER Are annuities as stable as brokers claim? Annuity companies spend a great deal of time, energy, and marketing dollars to build the reputation of their product as a rock-solid investment. They’ve...
ATTORNEY NEWSLETTER The New Landscape of Fee-Based Annuities As the Department of Labor’s new rule comes into effect, requiring insurance and annuity salespeople to act as fiduciaries, financial companies are scrambling...