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Tag: Marin County Financial Elder Abuse

Sep 28, 2018 - Annuities by |

Marin County and California Financial Elder Abuse and Annuity Attorneys: Concealed Annuity Replacements

ATTORNEY NEWSLETTER The Trouble With Annuity Replacements Churning Annuities In shifting economic climates, insurance agents often recommend replacement of old annuity or whole or universal life insurance policies with promises of better, newer products. For most policyholders, especially seniors, replacements are inappropriate because they are expensive, can trigger tax liabilities, […]

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