ATTORNEY NEWSLETTER Prepare For Your Holiday Visits With Seniors Many of us will visit elderly relatives over the holidays. It may be a once a year trip to see parents or other elderly loved ones who live far away. This is...
Category: financial elder abuse
San Francisco Financial Elder Abuse Attorney: Unreported Abuse
November 20, 2017
ATTORNEY NEWSLETTER Financial Elder Abuse Often Unreported A Growing Problem Recent studies indicate that 1 in 5 seniors will become victims of financial elder abuse. The numbers are up dramatically from past research results...
ATTORNEY NEWSLETTER Let Us Review Your AXA Equitable Universal or Whole Life Policy If you or a loved one is over age 60 and a California resident who surrendered an AXA Equitable Life Insurance Company universal or whole...
California FINRA and Securities Attorney: Variable Annuities
November 14, 2017
ATTORNEY NEWSLETTER A Closer Look At Variable Annuities Variable annuities are hybrid investments with securities and insurance features. Unlike fixed annuities, returns on variable annuities fluctuate with the market. The...
ATTORNEY NEWSLETTER The High Cost of Surrender Charges If you are over age 60, live in California, and have fully or partially surrendered a deferred annuity, you may have paid a surrender charge also called a surrender...