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Category: Life Insurance

San Francisco and California Life Insurance and Financial Elder Abuse Attorney: Whole Life Insurance Policy Loans

ATTORNEY NEWSLETTER Dangers of Premium Payment Loans Tax Consequences Borrowing against a whole life insurance policy can have serious economic and tax consequences down the road if policyholders are not careful. Insurance agents use the fact that policyholders can borrow against the cash value of whole life policies as part […]

Alameda County and California Life Insurance and Consumer Attorney: Lost Life Insurance Policies

ATTORNEY NEWSLETTER Lost Life Insurance Policies There are millions and millions of dollars in life insurance benefits that go begging every year. A series of investigations and audits by a multistate task force recently tallied $7.5 billion in unclaimed benefits at the country’s 25 largest life insurers. The task force […]

Feb 8, 2020 - Annuities by |

California Life Insurance Attorneys: Balanced Growth Indexed Universal Life Insurance From Minnesota Life Insurance Company/Securian Financial

ATTORNEY NEWSLETTER Minnesota Life Insurance Company, part of Securian Financial Group, issues indexed universal life insurance policies in California and throughout the United States under the trade name Balanced Growth Advantage© or Balanced Growth Accumulator©, and similar trade names. These contracts include complex rules regarding returns and investment strategies, fees […]

Dec 31, 2019 - Evans Law Firm by |

California Life Insurance Attorneys: Minnesota Life Insurance Company/Securian Financial Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Eclipse Indexed Universal Life Insurance From Minnesota Insurance Company/Securian Financial Minnesota Life Insurance Company, part of Securian Financial Group, issues indexed universal life insurance policies in California and throughout the United States under the trade names Eclipse Protector IUL©, Value Protection IUL ©, and similar trade names. These […]

Dec 30, 2019 - Evans Law Firm by |

California Life Insurance Attorneys: Minnesota Life Insurance Company/Securian Financial Balanced Growth Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Balanced Growth Accumulator Indexed Universal Life Insurance From Minnesota Insurance Company/Securian Financial Minnesota Life Insurance Company, part of Securian Financial Group, issues indexed universal life insurance policies in California and throughout the United States under the trade name Balanced Growth Advantage or Balanced Growth Accumulator ©, and similar […]

Dec 27, 2019 - Evans Law Firm by |

Marin County and California Life Insurance Attorney: Allianz Life Insurance Company of North America Fixed Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Allianz Indexed Universal Life Insurance Products Allianz Life Pro+ Elite and Life Asset + Evans Law Firm, Inc. represents clients who have suffered losses on all types of life insurance and annuity contracts, including fixed indexed universal life insurance. Allianz Life Insurance Company of North America issues fixed […]

Dec 19, 2019 - Evans Law Firm by |

Marin and California Life Insurance and Annuities Attorney: Voya Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Voya Indexed Universal Life Insurance Products Voya’s Index Credit Accumulation Riders (ICAR) Evans Law Firm, Inc. represents clients who have suffered losses on all types of life insurance and annuity contracts, including equity indexed universal life insurance. Voya Financial, Inc., a financial conglomerate that targets retirement investments, issued […]

Dec 8, 2019 - Evans Law Firm by |

Marin and California Life Insurance Attorney: Pacific Life Insurance Company: Indexed Universal Life Insurance Policies

ATTORNEY NEWSLETTER Indexed Universal Life Insurance Pacific Life Insurance Company IULs Insurance agents and financial advisors sell indexed universal life insurance (IULs) primarily as savings vehicles for the future. Our lawyers recommend against these costly, complicated policies, and advise you to be prepared when an agent recommends one. Pacific Life […]

Nov 14, 2019 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Retirement Plans and Annuities

ATTORNEY NEWSLETTER Regulators Take Closer Look Investigating Annuity Sales Practices Our litigators recommend against annuities because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it. Agents may pitch you on an annuity for your retirement plan. We advise against […]

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