Re-Inventing the Wheel: traditional vs ‘Modern’ Annuities Annuities have been marketed to seniors as an essential retirement product for decades, and it’s easy to see why: put your lump sum in up front, and...
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ATTORNEY NEWSLETTER New FINRA Rules Aim to Curb Financial Elder Abuse FINRA fines for the financial industry tripled in 2015, to over $18 million. Many attribute the increased fines to a new focus on Suitability requirements,...
ATTORNEY NEWSLETTER The Market and Your Life Insurance For most life insurance policyholders, there’s no particular reason to be concerned about what effect the market will have on your policy. Why should you? Life...
San Francisco Annuity Fraud Attorney: Indexed Annuities
March 15, 2016
ATTORNEY NEWSLETTER Indexed Annuities The History of the indexed annuity To understand the growing popularity of the indexed annuity, it is essential to understand how the product developed, what it was intended to do, and...
California Annuities Fraud Attorneys: Pitfalls of Annuities
January 31, 2016
ATTORNEY NEWSLETTER The Potentially Pitfalls of the Annuity There’s a lot of contention surrounding the annuity, an increasingly common financial product as the population ages. Opinions range from embracing the product...