ATTORNEY NEWSLETTER What are Income Riders? Income riders are attachments to deferred annuities sold by agents as an income payout contractually guaranteed for the rest of your life and possibly your spouse’s life as...
Category: Deferred Annuities
ATTORNEY NEWSLETTER Full and Partial Surrenders or Cancellations of Athene Annuity and Life Company Annuities Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in...
California and Marin Annuity and Financial Elder Abuse Attorneys: Misleading Data on Annuity Applications
July 23, 2019
ATTORNEY NEWSLETTER The Importance of Accurate Age and Income Information How Insurance Agents and Advisors May Mislead You and Carriers Making You “Eligible” for Ineligible Contracts Our litigators think...
San Francisco and California Annuities and Financial Elder Abuse Attorney: Annuities and Death Benefits
July 8, 2019
ATTORNEY NEWSLETTER Complications on Death of Annuitant Tax Consequences for Heirs Our annuity and financial elder abuse lawyers advise avoiding deferred annuities because they are complicated, expensive, tie up your money...
San Francisco and California Annuities and Financial Elder Abuse Attorney: Many Annuities Are Complex, Bad Deals
June 18, 2019
ATTORNEY NEWSLETTER Beware The Fine Print In The Details: Caps, Spreads, Fees and Surrender Charges Devour Your Money Our litigators often explain in our blogs why we think deferred annuities are not a good investment,...