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Category: Insurance Fraud

Mar 13, 2024 - Annuities by |

Belvedere/Tiburon Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Not Good Choices For Seniors

ATTORNEY NEWSLETTER Understand The Disadvantages For Seniors Withdrawal Penalties Make Exiting Policies Costly Fees, Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed annuities, like most deferred annuities, […]

Mar 7, 2024 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Deferred Annuities Not For Older Consumers

ATTORNEY NEWSLETTER Policies Carry High Expenses And Fees Withdrawal Penalties Lock You In Investment Risk Is Not Insured Against Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s money for years and impose […]

Feb 22, 2024 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Why Deferred Annuities Aer Not Good Choices For Seniors

ATTORNEY NEWSLETTER Deferred Annuities Pose Problems For Seniors Penalties For Exiting From Policies Fees, Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed annuities, like most deferred annuities, […]

Feb 19, 2024 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Fraud Attorney: Reverse Mortgages and Annuities

ATTORNEY NEWSLETTER Cross-Selling of Reverse Mortgages and Annuities Illegal Beware of Pressure Tactics Remedies For Injured Seniors Bay Area seniors are often approached to take out reverse mortgages on their homes.  Often, these individuals have substantial equity and significant appreciation in home value but reduced income following retirement (you have […]

Feb 18, 2024 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Disadvantages Of Deferred Annuities For Older Consumers

ATTORNEY NEWSLETTER Contract Expenses And Fees Withdrawal Penalties Make Exiting Contracts Costly Not FDIC Insured Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s money for years and impose significant penalties if you […]

San Francisco Financial Elder Abuse Attorney: Financial Elder Abuse By Life Insurance Agent Fraud

ATTORNEY NEWSLETTER Seniors Defrauded By Life Insurance Agents Case Examples Protecting Older Loved Ones Seniors may be victims of financial elder abuse from different directions – by caregivers, trustees, financial advisers, and life insurance agents, among others.  Obviously, all of these professions serve a useful purpose and the people who […]

Santa Clara County Financial Elder Abuse Attorney: Financial Elder Abuse And Fraud By Insurance Agent

ATTORNEY NEWSLETTER Older Clients Targeted As Victims Case Examples Protecting Older Loved Ones From Financial Exploitation Unscrupulous insurance agents sometimes abuse their profession for personal gain by committing fraud on customers, particularly targeting older consumers in some cases.  Agents may exploit older consumers by selling them expensive and unsuitable insurance […]

Jan 31, 2024 - Annuities by |

Los Angeles/Orange County Annuity Attorney: Deferred Annuities Are Not Good Choice For Older Persons

ATTORNEY NEWSLETTER Locked In Contracts For Years No Control Over Investments Commissions, Fees And Administrative Costs As an industry saying goes, “Annuities are sold, not bought.” Don’t be one of the people who gets sold. Deferred annuities are long-term insurance contracts which require you to lose control over your investment, […]

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