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Category: Deferred Annuities

California and Marin County Financial Elder Abuse Attorney: Seniors And Misleading Deferred Annuities

ATTORNEY NEWSLETTER Agents Push Deferred Annuities For Seniors Understand How Deferred Annuities Work Always Get A Second Opinion Insurance agents offer seniors deferred annuities, designed, according to the salesperson, to provide an income stream later in life. Sometimes the teaser rates on these contracts sound appealing. But deferred annuities pay […]

Sep 17, 2020 - Annuities by |

California and San Francisco Financial Elder Abuse Attorney: Senior Citizens And Annuity Fees

ATTORNEY NEWSLETTER What Seniors Should Understand About Annuity Fees Fees Versus “Guarantees” How Carriers Protect Themselves Deferred annuities generally carry a variety of fees from initial sales commissions to producing agents, administrative fees, subaccount fees, and fees for enhanced contract features known as “riders.” Seniors consumers need to understand how […]

Aug 17, 2020 - Annuities by |

California and Alameda County Financial Elder Abuse Attorney: Seniors Watch Out For High Pressure Insurance Sales Tactics

ATTORNEY NEWSLETTER Beware the Hype Agents Target Seniors Deferred Annuities Are Expensive, Complicated Insurance Products Based on years of litigation experience, our lawyers recommend senior consumers avoid deferred annuities or certain kinds of misleading life insurance contracts. Insurance carriers, marketing groups and agents tend to reinvent the ways they sell […]

Aug 4, 2020 - Annuities by |

Marin County and California Annuity and Financial Elder Abuse Attorneys: Understanding Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Risks, Costs, Complexity, And Downsides Deferred Annuities Are Insurance Policies Not Fund Investments Do Not Be Rushed Into A Sale Dropping interest rates and market volatility may be with us for quite a while in this new, COVID-19 world. There are still insurance agents and financial advisors with […]

Jul 15, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: What You Need To Know About Annuities If You’re A Senior

ATTORNEY NEWSLETTER Understand The Costs And Downsides Deferred Annuities Are Insurance Policies Not Fund Investments Do Not Be Rushed Into A Sale When selling annuities to senior citizens, insurance agents may gloss over the fine print and leave out some important details about how annuities actually work. Our litigators recommend […]

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