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Feb 4, 2019 - Annuities Fraud by |

California and Marin Financial Elder Abuse and Annuity Attorneys: Financial Exploitation of Seniors

ATTORNEY NEWSLETTER FINRA Levies Big Fines in 2018 for Sales of Unsuitable Annuities and Other Misconduct The Financial Industry Regulatory Authority (FINRA) polices financial advisor fraud including recommendations of unsuitable annuities. The agency detected a disturbing trend of sales to consumers, including seniors, of unsuitable products and “largely unsupervised” inappropriate […]

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Feb 1, 2019 - Annuities by |

San Francisco and California Securities and Financial Elder Abuse Attorney: Surrenders and L Share Variable Annuities

ATTORNEY NEWSLETTER FINRA Concerns With L Share Annuities L Share Variable Annuities are a type of variable annuity where the surrender charge period under the contract is shortened to three or four years but administrative fees and mortality expense rates are higher. L-Shares are also often sold with long-term riders […]

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Jan 31, 2019 - Evans Law Firm by |

California and San Francisco Whistleblower Attorneys: Blowing the Whistle on Offshore Tax Fraud

ATTORNEY NEWSLETTER Internal Revenue Service Rewards Whistleblowers Offshore Tax Avoidance Schemes Targeted The Internal Revenue Service (IRS) rewards people who provide credible information to the IRS regarding tax scams including tax avoidance through the use of offshore accounts and companies. The IRS aggressively pursues taxpayers who use offshore tax avoidance […]

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Jan 30, 2019 - Caregiver Fraud by |

San Francisco and California Financial Elder Abuse Attorney: Fraud and Financial Elder Abuse

ATTORNEY NEWSLETTER Financial Exploitation of Seniors Law Enforcement Nabs Abusers Preying on the Elderly Financial exploitation of the elderly comes in different shapes and sizes. Last week, local law enforcement apprehended two suspects alleged to have extorted more than $180,000 from members of San Francisco’s Chinese community in the final […]

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Jan 29, 2019 - Annuities by |

Marin County and California Life Insurance and Elder Abuse Attorney: Whole and Universal Life Insurance Issued By Genworth Life and Annuity Insurance Company

ATTORNEY NEWSLETTER Genworth Life and Annuity Insurance Company Whole and Universal Life Insurance Required Disclosures to Senior Policyholders If you are over age 60, live in Marin County or elsewhere in California, and have cancelled (or surrendered) a whole or universal life insurance policy issued by Genworth Life and Annuity Insurance […]

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