ATTORNEY NEWSLETTER What Duty Does An Agent Owe You? Putting You First We at Evans Law Firm litigate the question of an insurance agent’s duty to his clients, particularly when it comes to life insurance and/or annuities. We have written on the subject in this column.  As life insurance and […]

ATTORNEY NEWSLETTER Jackson National Life Insurance Company Deferred Annuities The annuity attorneys at Evans Law Firm Inc. represent clients over age 60 in California who have suffered losses on all types of annuity contracts, including fixed, indexed, and variable deferred annuities. Often, the policyholder suffers loss on surrender of their […]

ATTORNEY NEWSLETTER Physician Groups Settle Whistleblower Case for $33 Million False Claims Act Suit Whistleblower/qui tam cases brought under the federal False Claims Act (FCA) often involve false claims for payment under government programs like Medicare and Medicaid. In a recent $33 million settlement announced by the Department of Justice, […]

ATTORNEY NEWSLETTER Nurse Receives Award For Reporting Nursing Home Abuse The San Mateo County and California nursing home abuse attorneys at Evans Law Firm Inc. often share in this column stories of nursing home abuse, including incidences of overmedication or improper medication of patients as a form of abuse. A […]

ATTORNEY NEWSLETTER Understanding Income Riders Income Riders Flood Annuities Market A flood of new income riders on annuities partially explains a recent boom in sales. Annuity sales hit a record $203 billion last year.  Before you climb abroad this fast-moving train, make sure you understand what annuities are, what income […]

ATTORNEY NEWSLETTER Guggenheim Partners/Security Benefit Total Value Annuities (TVAs) The life insurance and annuity attorneys at Evans Law Firm Inc. represent clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities. Indexed annuities are hybrid annuities that offer both a minimum fixed rate […]

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, as opposed to seven to ten years under standard variable annuities. L Share annuities have higher administrative […]

ATTORNEY NEWSLETTER Financial Elder Abuse Protections Expanding Over the past several years, financial elder abuse protections have expanded in the legislature, through industry regulation, and in the courts, particularly in California. The San Mateo County and California financial elder abuse attorneys at Evans Law Firm, Inc. have been in the […]

ATTORNEY NEWSLETTER: What Is Financial Elder Abuse? Financial elder abuse, along with physical elder abuse and psychological elder abuse, is one of the three major forms of elder abuse that poses a threat to the safety and wellbeing of older adults. Generally, it occurs when one person takes advantage of […]

ATTORNEY NEWSLETTER Surrender Charges and Fees on Whole and Universal Life Insurance If you are over age 60, live in California, and have surrendered a whole or universal life insurance policy, you may have paid a surrender penalty. You may also have suffered a tax loss on the surrender. Lastly, […]