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Category: Deferred Annuities

Dec 6, 2021 - Annuities by |

Santa Clara County Financial Elder Abuse And Annuity Attorney: Unsuitable Investments For Seniors

ATTORNEY NEWSLETTER Disadvantages Of Deferred Annuities Unsuitable Investments Reasons To Avoid Deferred Annuities Sales of unsuitable annuities, including indexed annuities, to seniors may constitute financial elder abuse and violate the California Insurance Code and Financial Industry Regulatory Authority (FINRA) regulations against the sale of unsuitable investments.  Cal. Welf. & Inst. […]

Nov 23, 2021 - Annuities by |

California and Napa County Annuity Fraud and Financial Elder Abuse Attorney: Deceptive Sales Practices And Disadvantages of Annuities For Seniors

ATTORNEY NEWSLETTER Deceptive Sales Practices Fees And Surrender Charges Understand How Returns Are Calculated Annuity sales to senior citizens have increased in recent years, but so has a sense of confusion among older consumers who are so often targeted by agents selling complex and expensive annuities. The confusion over these […]

Nov 20, 2021 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Annuity Fraud Against Seniors

ATTORNEY NEWSLETTER Unethical Agents And Aggressive Sales Tactics Deliberate Omissions Of Important Information False Promises And Misrepresentations Evans Law Firm, Inc. recommends against 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 penalties […]

Nov 16, 2021 - Annuities Fraud by |

Santa Clara County Financial Elder Abuse Attorney: Understanding The Problems Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Questionable Sales Tactics Targeting Seniors Deferred Annuities Are Illiquid, Expensive And Poor Performing “Teaser” Interest Rates And Unsuitable Exchanges Deferred annuities contracts are expensive and complex insurance policies.  Deferred annuities are not investments in index funds despite labels like indexed annuities.  Evans Law Firm, Inc. recommends against annuities […]

Nov 9, 2021 - Annuities by |

California and Alameda County Annuity Fraud and Financial Elder Abuse Attorney: Seniors And Annuity Fraud

ATTORNEY NEWSLETTER Annuity Fraud Targeted At Seniors Dangers Of Tying Up Your Money Remedies For Financial Elder Abuse Annuity fraud takes place when seniors are persuaded to purchase annuity products they do not want or need. Insurance agents push these products on unwitting seniors to earn commissions. Insurance carriers issue […]

Orange County Financial Elder Abuse Attorney: Deferred Annuities: Unsuitable Investments For Seniors

ATTORNEY NEWSLETTER Seniors Targeted For Annuities Surrender Penalties And Annual Fees Return Calculations Favor Carriers Not Policyholders Beware of insurance agents who continually pressure you to buy an annuity, or exchange a contract you already own.  Sometimes the sales pitch is made at free lunch seminars or receptions.  Take a pass […]

Napa County Financial Elder Abuse Attorney: Disadvantages Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Agents Target Seniors With Unsuitable Deferred Annuities Withdrawal Penalties And Taxes On Surrenders Avoid Expensive Exchanges Or Switches Of Policies Agents push deferred annuities for senior consumers because sales generate substantial commissions.  Evans Law Firm, Inc. recommends seniors avoid deferred annuities, based on years of representing older consumers […]

Oct 22, 2021 - Annuities by |

Santa Clara County Financial Elder Abuse Attorney: Deferred Annuities Unsuitable Investments For Seniors

ATTORNEY NEWSLETTER Beware High-Pressure Sales Tactics Beware High Surrender Charges Beware Agents Urging You To Switch Annuities Sales of unsuitable insurance products to seniors by insurance carriers and agents may constitute financial elder abuse under Cal. Welf. & Inst. Code § 15610.30 and violations of the California Insurance Code. See, […]

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