ATTORNEY NEWSLETTER Fixed Indexed Annuities Sales Hit Records Fixed indexed annuities sold in record numbers in 2016 and are on track to have another big year in 2017. Agents push fixed indexed products as safe bets in...
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San Francisco County and California Annuities Attorney: Surrenders Charges and Other Fees on Deferred Annuities
December 7, 2017
ATTORNEY NEWSLETTER The High Cost of Surrender Charges If you are over age 60, live in San Francisco or anywhere else in California, and have fully or partially surrendered a deferred annuity, you may have paid a surrender...
California and San Mateo County Annuity and Financial Elder Abuse Attorneys: Understanding Annuities
October 16, 2017
ATTORNEY NEWSLETTER Understanding Annuities Tying Up Savings and Hidden Costs Annuities are insurance contracts sold to provide guaranteed income for life. Deferred annuities defer that income (and possibly taxes) until a...