ATTORNEY NEWSLETTER What is a deferred annuity? Deferred annuities are life insurance contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come. The concept sounds...
Category: Investment Fraud
FAQs Regarding Investment Advisor Fraud On Elderly Clients
August 21, 2026
ATTORNEY NEWSLETTER Are seniors targeted for fraud by dishonest investment advisors? Yes. Seniors are often targets of various kinds of investment fraud or securities fraud including Ponzi schemes, where money collected...
FAQs on Fees in Universal Life Policies
August 9, 2026
ATTORNEY NEWSLETTER Are there annual fees insurers charge in universal life insurance policies? Yes. Most insurance carriers charge certain fees and expenses in each policy year of a universal life insurance policy. ...
ATTORNEY NEWSLETTER What’s the problem with a free steak dinner or lunch? Insurance carriers, marketing groups and agents are creative in the ways they sell life insurance and annuity products to senior citizens. One...
FAQs on Deferred Annuities
August 5, 2026
ATTORNEY NEWSLETTER What is a deferred annuity? Deferred annuities are life insurance contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come. The concept sounds...