California Law Prohibits Cross-Selling of Reverse Mortgages and Annuities Beware of Pressure Tactics Seniors in Alameda and Marin County and throughout the State of California are often approached to take out reverse...
Category: Blog
Santa Clara County Annuity Fraud Attorney: Fidelity and Life Guarantee Surrender Charges
April 25, 2017
Surrender Charges: The Unlikely and Often Unnoticed Aspect of Annuities Annuities Annuities are being sold in unbelievable numbers these days, as insurance companies and agents convince individuals it makes sense to put their...
Securities and Exchange Commission (SEC) Tips for Whistleblowers What the SEC Looks For The SEC needs your help in tracking down securities fraud. Whistleblowers bring useful information to the SEC that can lead to...
California Audit Exposes Poor Background Checks Performed Before Hiring For Positions Related To Elder Care Background Checks The California Department of Social Services’ Community Care Licensing Division is a...
Problems with Variable Annuities Are Variable Annuities Right for You? Retirement planning discussions these days often touch on annuities. Whether it’s a salesman’s pitch or a co-worker’s tip, you’ve...