Jul 17, 2019 by |

San Francisco and California Life Insurance and Annuities Attorney: Guggenheim Partners/Security Benefit Life Insurance Company

ATTORNEY NEWSLETTER

Guggenheim Partners/Security Benefit Life Insurance Company Total Value Annuities (TVAs)

The life insurance and annuity attorneys at Evans Law Firm, Inc. represent clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities and equity indexed universal life insurance. Indexed annuities are hybrid annuities that offer both a minimum fixed rate of interest and an interest rate tied to the movement of a market index. Security Benefit Life Insurance Company issues indexed annuities. Security Benefit Life Insurance Company and its parent organization Security Benefit Corporation are owned by Guggenheim Partners, a privately held financial services firm.  If you or a loved one is a California resident who purchased a Guggenheim Partners/Security Benefit Life Insurance Company annuity in the last four years call the annuity lawyers today at Evans Law Firm, Inc. (415) 441-8669 for a free evaluation of your particular policy.

Surrender Charges and Results

Guggenheim Partners and Security Benefit Life Insurance Company offer Total Value Annuities with two interest crediting options: The Transparent Value Blended Index Account (TVBI) and the Annuity Linked TVI Index Account (ALTVI). The TVBI and ALTVI products are complex and carry surrender charges on withdrawals during the first ten years of the policy.  If you purchased a Guggenheim Partners/Security Benefit Life Insurance Company annuity in California within the last four years, call our attorneys today at 415-441-8669 for a free review of your particular policy and illustrations provided.

These Guggenheim Partners/Security Benefit Life Insurance Company products are essentially illiquid for up to ten years. They may not be suitable for policyholders, especially seniors. Finally, remember that annuities are not a guaranteed investment by the FDIC, SIPC or any other federal agency. They are only backed by the ability of the issuing insurance company’s ability to pay.

Contact Us

If you or a loved one purchased a Guggenheim Partners/Security Benefit Life Insurance Company annuity within the last four years, contact Ingrid Evans and the other annuity attorneys at Evans Law Firm for a free evaluation of your policy at (415) 441-8669, or by email at <a href=”mailto:info@evanslaw.com”>info@evanslaw.com</a>. Our attorneys have experience with complex financial contracts including life insurance and annuity contracts. We can help guide any litigation through a jury trial or toward an equitable settlement.  We also handle cases involving physical and financial elder abuse, qui tam and whistleblower law, nursing home abuse, whole life insurance and universal life insurance, and indexed, variable, and fixed annuities.

Annuities and life insurance produce large sales commissions for brokers but are often inappropriate products for consumers, especially seniors. Leading providers and distributors of life insurance and fixed, variable and fixed indexed deferred annuities in California are listed below.  We are not in any way suggesting that any of these carriers or distributors has done anything wrong.  Rather, the list is provided solely as a reference for our readers.

AIG/American General Life Insurance Company

Allianz Life Insurance Company of North America

American Equity Investment Life Insurance Company

American General Life Insurance Company/AIG

American International Group, Inc. (AIG)

American National Life Insurance Company

Ameriprise Financial/RiverSource Life Insurance Company

Ameriprise Financial/Securities America, Inc.

Athene Annuity & Life Assurance Company

Athene Annuity and Life Company

Athene USA

Aviva Life Insurance Company

AXA Equitable Financial Services, LLC

AXA Equitable Life Insurance Company/AXA US

AXA Advisors, LLC

Bankers Life Insurance and Casualty Company

Berkshire Hathaway Group

Berkshire Hathaway Life Insurance Company of Nebraska

Brighthouse Financial, Inc./MetLife

Citigroup Global Markets, Inc.

Crump Life Insurance Services, Inc.

CUNA Mutual Group/CMFG Life Insurance Company

Delaware Life Insurance Company

EquiTrust Life Insurance Company

Fidelity & Guaranty Life Insurance Company

Forethought Life Insurance Company/Global Atlantic Financial Group

Genworth Financial, Inc.

Genworth Life and Annuity Insurance Company

Genworth Life Insurance Company

Global Atlantic Financial Group/Forethought Life Insurance Company

Guardian Life Insurance Company

Guggenheim Partners/Security Benefit Life Insurance Company

ING USA Annuity and Life Insurance Company

Jackson National Life Insurance Company

John Hancock Life Insurance Company

Lincoln Benefit Life Company

Lincoln Financial Group

Massachusetts Mutual Life Insurance Company

Merrill Lynch Life Agency Inc.

Metlife/Metropolitan Life Insurance Company/Brighthouse Financial, Inc.

Minnesota Life Insurance Company

National Life Group

National Life Insurance Company/Equity Services, Inc.

National Western Life Insurance Company

Nationwide Life Insurance Company

New York Life Insurance Company

North American Company for Life and Health Insurance

Northwestern Mutual Investment Services, LLC

Northwestern Mutual Life Insurance Company

Northwestern Mutual Wealth Management Company

Oxford Life Insurance Company

Pacific Life Insurance Company

Principal Financial Group

Prudential Life Insurance Company

Raymond James Insurance Group

Reliance Standard Life Insurance Company/Tokio Marine Group

RiverSource Life Insurance Company/Ameriprise Financial

Securities America, Inc./Ameriprise Financial

Security Benefit Group, Inc.

Security Benefit Life Insurance Company/Guggenheim Partners

Security Investors, LLC

The Standard Life Insurance Company

Symetra Financial Corporation

Symetra Life Insurance Company

Transamerica Life Insurance Company

The United States Life Insurance Company in the City of New York

Unum Life Insurance Company of America

USAA Life Insurance Company

The Variable Annuity Life Insurance Company

Voya/Reliastar Life Insurance Company

Wells Fargo Advisors

Western & Southern Financial Group

The Western & Southern Life Insurance Company

World Financial Group Insurance Agency, Inc.

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415-441-8669 888-50EVANS

Hear What Our Clients Have To Say

"Contacted Ingrid on an elder financial abuse case - she was responsive, knowledgeable, and easy to work with. You can tell she is passionate about this area of law and has the experience to back it up. She is an excellent choice if you are looking for a results driven attorney and highly effective advocate."