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Category: Elder Financial Abuse

San Francisco and California Elder Abuse and Securities Attorney: Stockbroker Financial Elder Abuse

ATTORNEY NEWSLETTER Stockbrokers Who Prey on Senior Citizens Mention “elder abuse” and many people, including seniors, conjure up images of the fleecing of Brooke Astor’s estate or an elderly relative kept in squalid conditions. What gets far less attention is a subtle though prevalent form of elder abuse–the sort perpetrated […]

San Mateo County and California Financial Elder Abuse Attorneys: Life Insurance Churning and Twisting

ATTORNEY NEWSLETTER Life Insurance Churning Millions of older Americans have whole life insurance policies with accumulated cash value. Typically, they were sold those policies when they were much younger as a tax deferred savings vehicle, passing the accumulation on to their children when they died.  Some insurance agents spot these […]

Santa Clara County and California Life Insurance Attorney: Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always better, tax-deferred, returns on investment.  Some insurance carriers are shifting focus entirely from indexed annuities to IULs as […]

Alameda County and California Securities Fraud and Financial Elder Abuse Attorneys: Fiduciary Rule

ATTORNEY NEWSLETTER Government Agencies and the Fiduciary Rule Putting You First Last year, the Department of Labor (DOL) announced its fiduciary rule which applies primarily to retirement investment advisors; the rule requires your advisor to put your interests first when it comes to certain retirement savings recommendations. Recently, the Securities […]

Mar 8, 2018 - Annuities Fraud by |

Santa Clara County and California Securities and Annuities Attorney: Annuities and Market Volatility

ATTORNEY NEWSLETTER Be Wary of Anti-Volatility Gimmicks On Monday, February 5, the Dow Jones Industrial Average fell by more than 1,179 points, the biggest daily point loss in its history. Although the market recovered, many investors, including seniors and those nearing retirement, understandably have the jitters.  In a volatile market, […]

Feb 9, 2018 - Annuities by |

Santa Clara County and California Financial Elder Abuse and Annuity Attorneys: Annuity Replacements

ATTORNEY NEWSLETTER Beware of Surrenders, Churns, Replacements, Twists, and Switches Whenever an insurance salesman or financial advisor recommends you replace or exchange an annuity you own, be sure to get a second opinion. Annuity replacements (also known as churns, exchanges, twists, or switches) often result in surrender penalties, new commissions, […]

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"I contacted Attorney Ingrid Evans for advice about a financial elder abuse case. She was extremely knowledgeable, bright and informative. I highly recommend her. I am an attorney myself, and know when I am talking to a another excellent attorney."
Posted By: Terry Kolkey Attorney

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