ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Valuables and Important Papers in a Safe Place Never Give Out Your Social Security Number Whenever a stranger is in an elderly person’s home, the...
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ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Tips on What to Watch For Some $2.9 billion is taken from older Americans every year, with victims numbering in the millions. Older persons with...
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...
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...
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...