ATTORNEY NEWSLETTER Avoid The Sales Hype Around Annuities Long-Term Contracts Are Costly To Exit Commissions And Fees Diminish Returns Deferred annuities are contracts where the policy holder makes an upfront premium payment...
Category: Deferred Annuity
San Francisco Bay Area Annuity Attorney: Why Deferred Annuities Are Not Good Choice For Older Persons
October 16, 2023
ATTORNEY NEWSLETTER Locked In For Years No Investment Control Commissions, Fees And Administrative Costs As an industry saying goes, “Annuities are sold, not bought.” Don’t be one of the people who gets...
Sonoma Financial Elder Abuse And Annuity Attorney: Concerns For Seniors Considering Deferred Annuities
October 11, 2023
ATTORNEY NEWSLETTER Complicated Policies Are Difficult To Exit Investment Strategies May Underperform Market Returns Eroded By Commissions, Contract Fees And Caps Deferred annuities are not similar to mutual fund investments...
San Diego Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Not For Seniors
October 10, 2023
ATTORNEY NEWSLETTER Specific Disadvantages For Seniors Exiting A Policy Is Costly Commissions, Fees, Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for...
San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Downsides Of Deferred Annuities For Seniors
September 30, 2023
ATTORNEY NEWSLETTER Deferred Annuities Are Not Good Choices For Seniors Exiting Deferred Annuities Is Costly Fees, Participation Rates And Caps Diminish Returns Whenever a life insurance agent or financial advisor of any kind...