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Jun 30, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Full and Partial Surrenders Athene Annuity and Life Company, formerly Aviva Annuity and Life Company, issues fixed indexed annuities in California. These contracts, like all deferred annuities, include penalties for early withdrawals, known as surrenders. Surrenders may be full (withdrawing the entire value of the contract) or partial […]
Jun 29, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Fighting Harm to Senior Citizens The California elder abuse attorneys at Evans Law Firm, Inc. know that whenever they sue insurance agents and carriers for financial elder abuse they’re in for a fight. Our lawyers are prepared for that fight. Agents and carriers will likely move to dismiss […]
Apr 30, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Forethought Variable Annuities California annuity attorneys at Evans Law Firm Inc. represent clients who have suffered losses on all types of annuity contracts, including variable and fixed indexed annuities. Forethought Life Insurance Company through Global Atlantic its underwriter and distributor issues variable and fixed indexed annuities under the […]
Mar 21, 2018 - Elder Financial Abuse by Ingrid Evans | Share
ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always better, tax-deferred, returns on investment. Some insurance carriers are shifting focus entirely from indexed annuities to IULs as […]
Mar 20, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is the independent authority that governs the nation’s financial industry, including the sale of annuities to American consumers. Lately, FINRA has begun to look closely at brokers who churn their clients’ […]
Feb 28, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Be Wary of Annuity Sales Presentations Have you ever returned to your car in a shopping center parking lot to find a flyer on your windshield inviting you to a free lunch and estate planning seminar? Such tactics are often used by insurance agents to lure seniors especially […]
Feb 26, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Transamerica Life Insurance Company Variable Annuities The annuity attorneys at Evans Law Firm Inc. represent clients who have suffered losses from surrenders and fees on all types of annuity contracts, including fixed, indexed, and variable deferred annuities. These contracts charge sales commissions, rider fees and other benefit charges, […]
Feb 9, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Beware of Surrenders, Churns, Replacements, Twists, and Switches Whenever an insurance salesman or financial advisor recommends you replace or exchange an annuity you own, be sure to get a second opinion. Annuity replacements (also known as churns, exchanges, twists, or switches) often result in surrender penalties, new commissions, […]
Feb 1, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Are you a California resident over age 60 taking a close look at your future retirement savings level? The New Year is a good time to do just that and there are a few important factors to keep in mind. […]
Jan 25, 2018 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always better, tax-deferred, returns on investment. Some insurance carriers are shifting focus entirely from indexed annuities to IULs as […]
"Contacted Ingrid on an elder financial abuse case - she was responsive, knowledgeable, and easy to work with. You can tell she is passionate about this area of law and has the experience to back it up. She is an excellent choice if you are looking for a results driven attorney and highly effective advocate."
Posted By: Anonymous
May 1, 2024 in California Financial Elder Abuse Attorney
