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Category: Deferred Annuities

Jun 1, 2024 - Annuities by |

Marin Annuity Attorney: Seniors And Deferred Annuities

ATTORNEY NEWSLETTER Deferred Annuity Downsides For Seniors Costly Exits Administration Fees, Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed annuities, like most deferred annuities, impose penalties, known […]

May 20, 2024 - Annuities by |

Marin Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Not For Seniors

ATTORNEY NEWSLETTER High Fees And Complex Rules Withdrawal Penalties Unfavorable Interest Crediting Formulas Evans Law Firm, Inc. generally recommends against certain types of deferred annuities especially for seniors because these complex insurance policies carry high fees, lack transparency and are illiquid. The contracts are illiquid because during the so-called “surrender […]

May 8, 2024 - Annuities by |

Santa Clara County Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Not For Seniors

ATTORNEY NEWSLETTER Disadvantages For Older Consumers Expensive And Illiquid Contracts Limits On Returns Evans Law Firm, Inc. generally recommends against certain types of deferred annuities especially for seniors because these complex insurance policies carry high fees, lack transparency, and are illiquid (meaning it is costly to get your money back). […]

May 3, 2024 - Annuities by |

Sonoma Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Poor Choices For Seniors

ATTORNEY NEWSLETTER Pitfalls For Older Consumers Complicated, Expensive And Illiquid Contracts Limits On Returns Evans Law Firm, Inc. generally recommends against certain types of deferred annuities especially for seniors because these complex insurance policies carry high fees, lack transparency, and are illiquid (meaning it is costly to get your money […]

May 2, 2024 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Misrepresentations About Annuities

ATTORNEY NEWSLETTER Questionable Sales Tactics Recent Case Example Why Seniors Should Avoid Annuities Deferred annuities are insurance contracts where the policyholder pays a premium to an insurance carrier now for income payments in the future. Sellers of deferred annuities include insurance agents, and all manner of financial advisors including advisors […]

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