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...
Category: Deferred Annuities
Marin County and California Securities and Financial Elder Abuse Attorney: Surrenders and L Share Variable Annuities
January 11, 2019
ATTORNEY NEWSLETTER FINRA Concerns With L Share Annuities L Share Variable Annuities are a type of variable annuity where the surrender charge period under the contract is shortened to three or four years but administrative...
Alameda County and California Annuity and Financial Elder Abuse Attorneys: What You need to Know About Annuity Fraud on Seniors
January 4, 2019
ATTORNEY NEWSLETTER Fraud Up as Annuity Sales Increase Unsuitable Products and Churning Annuity sales are up and so are cases of fraud, especially on seniors. The fraud on seniors varies but typically involves either the sale...
California and San Francisco Financial Elder Abuse and Annuity Attorneys: Financial Exploitation of Seniors
December 31, 2018
ATTORNEY NEWSLETTER FINRA Troubled by Recommendations of Unsuitable Annuities Over-Concentration in Annuities The Financial Industry Regulatory Authority (FINRA) polices advisor recommendations of investment products...
Marin County and California Annuity and Financial Elder Abuse Attorneys: What You need to Know About Fixed Indexed Annuities
December 28, 2018
ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses and Other Downsides Insurance agents and financial advisors are increasingly using our low interest rate/volatile stock market environment to push a product...