ATTORNEY NEWSLETTER Seniors: Watch Out for Fraud by Financial Advisors, Insurance Agents, and Stock Brokers If You’re a Victim, We Can Help Unscrupulous insurance agents, financial and investment advisors, retirement...
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Marin County and California Securities and Financial Elder Abuse Attorney: Surrenders and L Share Variable Annuities
January 11, 2019
ATTORNEY NEWSLETTER FINRA Concerns With L Share Annuities L Share Variable Annuities are a type of variable annuity where the surrender charge period under the contract is shortened to three or four years but administrative...
Alameda County and California Annuity and Financial Elder Abuse Attorneys: What You need to Know About Annuity Fraud on Seniors
January 4, 2019
ATTORNEY NEWSLETTER Fraud Up as Annuity Sales Increase Unsuitable Products and Churning Annuity sales are up and so are cases of fraud, especially on seniors. The fraud on seniors varies but typically involves either the sale...
Marin County and California Annuity and Financial Elder Abuse Attorneys: What You need to Know About Fixed Indexed Annuities
December 28, 2018
ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses and Other Downsides Insurance agents and financial advisors are increasingly using our low interest rate/volatile stock market environment to push a product...
Marin County and California Annuities and Financial Elder Abuse Attorney: Annuities and Retirement Savings
December 27, 2018
ATTORNEY NEWSLETTER Keeping Retirement Savings for Yourself The closer you get to retiring the more you try and save for the future. While saving as much as you can is important, where you put those savings is equally...