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Tag: California Insurance Attorneys

Nov 6, 2019 - Annuities by |

Understanding Interest Rates for Fixed Annuities

ATTORNEY NEWSLETTER Fixed Annuities Are Not Simple Understanding How Much Interest You Earn Fixed annuities are sold by agents as safe harbors in stormy markets. Don’t buy it. Fixed annuities aren’t risk-free investment options and the rules for crediting interest under your policy likely mean you will earn much less […]

Oct 28, 2019 - Annuities by |

Marin County and California Financial Elder Abuse Attorney: Financial Elder Abuse by Stockbrokers, Insurance Agents, and Financial Advisors

ATTORNEY NEWSLETTER Seniors Targets of Financial Elder Abuse If You’re a Victim, We Can Help Unscrupulous stockbrokers, insurance agents, financial advisors and retirement planners all prey on seniors with money to invest. Seniors are natural targets as they hold 1/3 of the nation’s wealth. Seniors may also be more receptive […]

Alameda County and California Insurance and Financial Elder Abuse Attorneys: Life Insurance Churning and Twisting

ATTORNEY NEWSLETTER Life Insurance Churning Millions of older Americans have whole life insurance policies with accumulated cash value. Typically, they were sold those policies when they were much younger as a tax deferred savings vehicle, passing the accumulation on to their children when they died.  Some insurance agents spot these […]

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