ATTORNEY NEWSLETTER The New Landscape of Fee-Based Annuities As the Department of Labor’s new rule comes into effect, requiring insurance and annuity salespeople to act as fiduciaries, financial companies are scrambling...
The Waiting Game: Why Insurance Salespeople Push Whole Life Insurance There are innumerable options available to a person looking at purchasing a life insurance policy. Universal, indexed, term, etc. While there are issues...
San Francisco Annuity Fraud Attorney: The Future
July 11, 2016
ATTORNEY NEWSLETTER Prudential, Jackson National, and the future of the annuity As the Department of Labor requires more insurance brokers to act as fiduciaries, and as FINRA continues its investigation into variable...
Alameda annuity fraud attorney: Variable Annuities
July 10, 2016
ATTORNEY NEWSLETTER Understanding the details of Variable Annuities Variable annuities, considered by some financial advisors to be among the most complicated and least understood product of its kinds, have come under...
ATTORNEY NEWSLETTER The Avlue and Drawbacks of Indexed Annuities As the Department of Labor’s more stringent annuity rules go into effect, major sellers of both fixed and variable annuities are having to compensate and...