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...
Category: Blog
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 Elder Abuse Attorney: Dementia
July 20, 2016
ATTORNEY NEWSLETTER Protecting Elders with Memory Loss One of the most difficult aspects of aging loved ones is the onset of memory and cognition issues. While it may not impact all seniors, the majority have to deal with...
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...