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Category: Deferred Annuities

Sep 24, 2022 - Annuities by |

Napa County Financial Elder Abuse And Annuity Attorney: Main Drawbacks Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Long-Term Contracts With Surrender Penalties Loss Of Control Over Investments Low Or no Interest And High Fees Deferred annuities, such as fixed indexed annuities, are long-term, complex insurance policies which require you to lose control over your investment.  Some contracts may earn little to no interest, and if […]

Sep 21, 2022 - Annuities by |

San Francisco Financial Elder Abuse Attorney: Disadvantages For Older Consumers With Indexed Universal Life Policies

ATTORNEY NEWSLETTER Undisclosed Risks Indexed Universal Life Insurance Is “Massively Complex”  Fees Can Drain The Policy Indexed universal life insurance (IULs), like certain types of deferred annuities, generate significant sales commissions for the agents who sell them.  For that reason, some agents, eager to make a sale, may pressure consumers […]

Sep 3, 2022 - Annuities by |

Marin County Financial Elder Abuse And Annuity Attorney: Annuities Are Long-Term Insurance Policies With Penalties For Withdrawals

ATTORNEY NEWSLETTER Long-Term Contracts Tie Up Your Money Loss Of Control Over How Your Money Is Invested Fees And Caps On Returns Deferred annuities are long-term insurance contracts with penalties if cashed in too early. Income annuities require you to lose control over your investment, and some annuities may earn […]

Aug 13, 2022 - Annuities by |

Santa Cruz County Financial Elder Abuse And Annuity Attorney: Disadvantages Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Disadvantages Of Deferred Annuities For Older Consumers Surrender Penalties And Fees Six Major Downsides Evans Law Firm, Inc. generally recommends against deferred annuities for older consumers because they are expensive and complicated and because these contracts tie up a senior’s money for years. Deferred annuities impose significant surrender […]

Aug 4, 2022 - Annuities by |

Marin County Financial Elder Abuse And Annuity Attorney: Why Deferred Annuities Are Poor Retirement Savings Choices

ATTORNEY NEWSLETTER Understanding The Disadvantages Of Deferred Annuities Particular Dangers For Older Consumers Some Of The Primary Downsides Explained Evans Law Firm, Inc. generally recommends against deferred annuities for older consumers because they are expensive and complicated and because these contracts tie up a senior’s money for years. Deferred annuities […]

Jul 21, 2022 - Annuities by |

California Annuities Attorneys: Nationwide New Heights Fixed Indexed Annuities And J.P. Morgan MOZAIC I and MOZAIC II Strategies

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights© Products J.P. Morgan MOZAIC I and MOZAIC II Investment Strategies Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High […]

Riverside County Financial Elder Abuse And Annuity Attorney: Beware Elders And Retirees: Deferred Annuities Are A Poor Choice For Seniors

ATTORNEY NEWSLETTER Be Cautious About Retirement Planning Seminars Deferred Annuities Are Complex, Expensive Insurance Policies Surrender Charges On Withdrawals Marketing for deferred annuities is often directed toward those planning to leave the workplace in the near future.  Unions, trade groups, investment advisory firms, insurance agents and others may invite soon-to-be-retired […]

Jul 9, 2022 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Deferred Annuities Downsides For Senior

ATTORNEY NEWSLETTER Unsuitable Investments For Seniors High Surrender Charges Switching Or Exchanging Annuities Can Be Costly Mistake Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies include withdrawal penalties (called surrender charges) if you need your money back. […]

Jun 27, 2022 - Annuities by |

California Annuities Attorneys: Nationwide New Heights Fixed Indexed Annuities And J.P. Morgan MOZAIC I and MOZAIC II

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights© and High Point© Products J.P. Morgan MOZAIC I and MOZAIC II Indices Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, […]

Jun 26, 2022 - Annuities Fraud by |

Los Angeles Financial Elder Abuse And Annuity Attorney: Think Twice About Deferred Annuities If Are A Senior

ATTORNEY NEWSLETTER High Expenses And Fees Difficult And Costly To Exit Risk Of Insurer Default Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s money for years and impose significant penalties if you […]

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