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Category: Investment Fraud

Sep 11, 2023 - Annuities by |

San Diego Financial Elder Abuse And Annuity Attorney: Understand The Downsides Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Exercise Caution Whenever An Agent Recommends An Annuity Penalties For Exiting Deferred Annuities In Early Years Returns Eroded By Fees, Participation Rates And Caps Evans Law Firm, Inc. generally recommends against deferred annuities for older consumers because they are expensive and complicated and because these contracts tie up […]

Sep 8, 2023 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Beware Of Misinformation Regarding “Medicaid Annuities”

ATTORNEY NEWSLETTER Misleading Life Insurance Agent Representations California Law On “Medicaid Annuities” Other Pitfalls Of Deferred Annuities For Seniors Whenever a life insurance agent or financial advisor of any kind suggests an annuity for you, be wary, especially if you are retired or nearing retirement.  Be especially cautious if the […]

Sep 4, 2023 - Annuities by |

Marin Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Not For Seniors

ATTORNEY NEWSLETTER Potential Problems For Seniors Exiting Contracts Is Costly Investment Returns Eroded By Fees, Participation Rates And Caps Evans Law Firm, Inc. generally recommends against deferred annuities for older consumers because they are expensive and complicated and because these contracts tie up a senior’s money for years. Whenever an […]

Aug 31, 2023 - Annuities by |

San Francisco Bay Area Annuity Attorney: Deferred Annuities Are Poor Investment Choices For Older Consumers

ATTORNEY NEWSLETTER Getting Your Money Back Is Expensive Interest Crediting Rules Unlike For Mutual Funds Contracts Carry Fees Seniors are often targeted by insurance agents with proposals for deferred annuities. Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in […]

Los Angeles Financial Elder Abuse Attorneys: Elderly Investors Defrauded By Investment Advisor

ATTORNEY NEWSLETTER Ponzi Scheme Targeting Mostly Older Customers Lost Savings And Homes At Risk Of Foreclosure Decades-Long Ponzi Scheme Seniors are often targets of Ponzi schemes, where money collected from new investors is used to pay existing investors, and there really is no actual investment of funds. Like the infamous […]

San Francisco Bay Area Financial Elder Abuse Attorneys: SEC Charges Former Broker with Defrauding Senior and Disabled Customers

ATTORNEY NEWSLETTER Accused of Defrauding At Least 20 Clients Many Victims Were Seniors Or Disabled Persons SEC Says At Least $3 Million Stolen Financial advisors and stockbrokers are potential financial predators of senior citizens and disabled persons (dependent adults under California law).  Sometimes, the relationship between the broker and the […]

Aug 14, 2023 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Deferred Annuities Are Not Good Choices For Older Consumers

ATTORNEY NEWSLETTER Contract Expenses And Fees Exiting Is Costly Due To Withdrawal Penalties Annuities Are Not Insured Like Bank Deposits 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 […]

Aug 2, 2023 - Annuities by |

San Mateo County Financial Elder Abuse And Annuity Attorney: Deferred Annuities Unsuitable Investments For Seniors

ATTORNEY NEWSLETTER Deferred Annuities Are Long-Term Insurance Contracts Downsides For Seniors Include Costly Surrenders Returns Eroded By Commissions, Fees, Participation Rates And Caps Deferred annuities are insurance contracts where the policyholder pays a premium to an insurance carrier now for income payments in the future. Sellers of deferred annuities include […]

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