ATTORNEY NEWSLETTER Annuity Scams Targeted At Seniors Annuity Fraud On average, a senior victimized by financial elder abuse loses over $140,000. That level of monetary loss is devastating. Unscrupulous insurance agents are...
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Marin County and California Life Insurance Attorney: Universal Life Insurance Risks
February 15, 2019
ATTORNEY NEWSLETTER Policyholder Risks on Universal Life Insurance Hitting Seniors Hardest A hidden risk that premiums can skyrocket lies in universal life insurance. Unlike term and whole life insurance, universal life...
Alameda County and California Annuity and Financial Elder Abuse Attorneys: What You Need to Know About Fixed Indexed Annuities
February 14, 2019
ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses and Other Downsides Insurance agents and financial advisors use this low interest rate/volatile stock market environment to push fixed indexed annuities,...
Marin County and California Securities and Financial Elder Abuse Attorney: Unsuitable Variable Annuities
February 11, 2019
ATTORNEY NEWSLETTER FINRA Continues Fines on Sales of Unsuitable L Share Annuities Variable annuities are sold as B-share and L-share contracts. B-share annuities are the more common and sold to investors with long-term...
Marin County and California Financial Elder Abuse and Securities Attorney: Broker Background Checks
February 5, 2019
ATTORNEY NEWSLETTER Preventing Fraud and Abusive Practices Always Check Backgrounds Before You Buy Hopefully, you already check the backgrounds of any contractors or caregivers or others you let in your home to do work....