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Category: Deferred Annuities

Dec 18, 2018 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Equity Indexed Annuities

ATTORNEY NEWSLETTER Beware Equity Indexed Annuities Modest Yields, Fees, and Withdrawal Charges Annuity carriers and agents push what they claim are “safer” investment products in volatile markets. Anxious seniors, with money to invest and concerns about future income, worry about low rates on insured deposits on the one hand and […]

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Dec 13, 2018 - Annuities by |

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

ATTORNEY NEWSLETTER Unsuitable Sales, Improper Exchanges, High Fees, Tying Up Your Money Seniors Beware Unscrupulous advisors and insurance agents, hungry for commissions, push annuities on seniors worried about income levels for their later years. The sales pitches rev up as markets turn volatile and promises of guaranteed rates sound good. […]

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Dec 8, 2018 - Annuities by |

Alameda County and California Life Insurance and Elder Abuse Attorney: Whole Life Insurance Issued By Genworth Life and Annuity Insurance Company

ATTORNEY NEWSLETTER Genworth Life and Annuity Insurance Company Whole Life Insurance Required Disclosures to Senior Policyholders If you are over age 60, live in Alameda County or elsewhere in California, and have cancelled (or surrendered) a whole or universal life insurance policy issued by Genworth Life and Annuity Insurance Company […]

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Dec 4, 2018 - Annuities by |

California and Alameda County Annuity and Financial Elder Abuse Attorney: Proposed SEC Rule Change for Variable Annuities and Variable Life Insurance

ATTORNEY NEWSLETTER Greater Disclosures Still May Not Tell The Full Story Variable annuities and variable life insurance contracts are expensive, complex securities sold by prospectuses and subject to regulation by the U.S. Securities and Exchange Commission (SEC).   This week, the SEC announced proposed rule changes intended to improve disclosures for […]

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Oct 13, 2018 - Annuities by |

Alameda County and California Annuity and Financial Elder Abuse Attorneys: Fixed Indexed Annuities

ATTORNEY NEWSLETTER Beware Fixed Index Annuities This week the Dow dropped nearly 1380 points in just two trading days. The plunge followed last week’s record advance.  Whatever the explanations for these moves, it’s certain this market is volatile.   Insurance agents push fixed indexed annuities in volatile markets – they’ll tell […]

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Sep 6, 2018 - Annuities by |

Marin County and California Annuity and Financial Elder Abuse Attorneys: Fixed Indexed Annuities

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Americans pump billions into complex fixed indexed annuities every year. Insurance agents push the annuities as a safe bet in volatile markets – they’ll tell you the policy offers the upside of market increases (the “indexed” part) with downside protection (the “fixed” part).  Advertised […]

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