ATTORNEY NEWSLETTER Beware Annuities, Whole Life Insurance and Equity-Indexed Universal Life Insurance Drawbacks and Downsides Unsuitable for Seniors Sales of annuities and whole life insurance and universal life insurance...
Category: Index Life Universal Life
ATTORNEY NEWSLETTER Understanding Risks and Downsides Insurance carriers and agents and financial advisors push life insurance in any form: term life insurance, whole life insurance, and universal life insurance. Whole life...
Contra Costa County and California Annuities and Financial Elder Abuse Attorney: Retirement Savings
November 7, 2018
ATTORNEY NEWSLETTER Plan Retirement Investments With Care Avoid Deferred Annuities With Steep Surrender Charges and Certain Types of Life Insurance The closer you get to retiring the more you try and save for the future....
ATTORNEY NEWSLETTER Genworth Life Insurance Company and American General Life Insurance Company/AIG Whole Life Insurance If you are over age 60, live in California, and have cancelled (or surrendered) a whole or universal...
San Mateo County and California Life Insurance Attorney: Indexed Universal Life Insurance
January 25, 2018
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...