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Category: Deferred Annuities

Dec 11, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: What Seniors Need To Know About Indexed Annuities

ATTORNEY NEWSLETTER Indexed Annuities Are Not Index Fund Investments Indexed Annuity Policy Limitations On Returns Caps, Participation Limits, Annual Fees And Surrender Charges Insurance agents sell indexed deferred annuities to seniors as “safe” investments for income later in life.  But rather than take the selling points at face value, seniors […]

Nov 18, 2020 - Annuities by |

San Francisco and California Annuity Attorneys: Deferred Annuities Are Insurance Policies Not Straight Index Fund Investments

ATTORNEY NEWSLETTER Insurance Policies Are Not Fund Investments Contract Rates Have Caps And Other Limitations Penalties On Withdrawals  When you survey fliers and ads for indexed deferred annuities you may get the sense that deferred annuities are really the same as direct investments in market indexes. They aren’t; deferred annuities […]

Nov 12, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Annuity Interest Rates Keep Plunging

ATTORNEY NEWSLETTER Fall Of Annuity Interest Rates Continues Reassess The Viability Of Annuities Avoid Getting Stuck In An Annuity Annuity interest rates have been in a freefall in 2020, and there are no signs ahead of any correction.  Collapsing annuity interest rates translate into collapsing monthly payouts when contracts begin […]

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 […]

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