Residential Care Ownership Suitability Law ATTORNEY NEWSLETTER This bill, which creates requirements to provide license to applicants who want to establish residential care for the elderly, was recently signed into law by...
Archives
What Happens to an Annuity Deferred?
October 11, 2015
ATTORNEY NEWSLETTER An increasing number of seniors have been adding risky financial products to their retirement finances, guided by so-called “elder financial planners” and other shysters looking to make some...
Finra Jumps in to Help Elders
October 9, 2015
ATTORNEY NEWSLETTER Finra, the Financial Industry Regulatory Authority, has decided to give financial advisers the authority to circumvent rules on trade execution when they believe that an elderly client is being manipulated...
California Securities Fraud Lawyers, Fidelity Annuities
September 16, 2015
Fidelity Doubles Down on Deferred Annuities ATTORNEY NEWSLETTER Fidelity Investments is stepping up their inclusion of deferred annuities as part of retirement planning. Their move follows a record year for deferred income...
Life Assurance: Choosing the Right Policy
September 10, 2015
ATTORNEY NEWSLETTER If you’re thinking of buying Index Universal Life Insurance or Variable Universal Life Insurance, you might want to think again. These types of Life Insurance rarely return what they cost, and...