ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Caregiver abuse is a real danger for seniors here in San Francisco and throughout California. In a recent example of just how vulnerable some seniors are, prosecutors...
Category: Elder Financial Abuse
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...
Marin County and California Annuities and Financial Elder Abuse Attorney: Annuities and Retirement Savings
December 27, 2018
ATTORNEY NEWSLETTER Keeping Retirement Savings for Yourself The closer you get to retiring the more you try and save for the future. While saving as much as you can is important, where you put those savings is equally...