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 (withdrawing less than the total value). California law has specific rules all carriers, including Athene, must follow regarding disclosure of these surrender charges in policies issued to consumers 60 years of age and over.
If you or a loved one is a California resident over age 60 who has made a full or partial surrender of an annuity issued by Athene or any other carrier at any time since 2013, call the California annuity lawyers today at Evans Law Firm, Inc. (415) 441-8669 for a free evaluation of all the terms of your policy and any full or partial surrender.
For your reference we provide a list of California annuity carriers below. Carriers market annuity contracts under a wide variety of tradenames. Space does not permit a listing of all tradenames. As an example, Athene issues fixed indexed annuities under the tradenames Athene Benefit 10©, Athene Agility©, Athene Ascent Pro Bonus©, Athene MaxRate©, Athene Target Horizon©, and Athene Performance Elite©. If you are over 60 and live in California, our annuities lawyers can review your policy for free. Call us today at 415-441-8669.
Contact Us
If you or a loved one has fully or partially surrendered an Athene deferred annuity or any other annuity at any time since 2013, contact the California annuity attorneys at Evans Law Firm, Inc. for a free evaluation of the surrender terms at (415) 441-8669, or by email at <a href=”mailto:info@evanslaw.com”>info@evanslaw.com</a>. Our attorneys have experience with complex financial contracts including life insurance and annuity contracts. We can help guide any litigation through a jury trial or toward an equitable settlement. We also handle cases involving physical and financial elder abuse, qui tam and whistleblower law, nursing home abuse, whole life insurance and universal life insurance, and indexed, variable, and fixed annuities.
Some of the leading providers and distributors of life insurance and annuities in California are listed below. We are not in any way suggesting that any of these carriers or distributors has done anything wrong. Rather, the list is provided solely as a reference for our readers.
AIG/American General Life Insurance Company
Allianz Life Insurance Company of North America
American Equity Investment Life Insurance Company
American General Life Insurance Company/AIG
American National Life Insurance Company
Ameriprise Financial/RiverSource Life Insurance Company
Athene Annuity & life Assurance Company
Athene Annuity and Life Company
Athene USA
Aviva Life Insurance Company
AXA Equitable Life Insurance Company/AXA US
Bankers Life Insurance and Casualty Company
Brighthouse Financial, Inc./MetLife
Crump Life Insurance Services, Inc.
CUNA Mutual Group/CMFG Life Insurance Company
EquiTrust Life Insurance Company
Fidelity & Guaranty Life Insurance Company
Forethought Life Insurance Company/Global Atlantic Financial Group
Genworth Life Insurance Company
Global Atlantic Financial Group/Forethought Life Insurance Company
Guardian Life Insurance Company
Guggenheim Partners/Security Benefit Life Insurance Company
ING USA Annuity and Life Insurance Company
Jackson National Life Insurance Company
John Hancock Life Insurance Company
Lincoln Benefit Life Company
Massachusetts Mutual Life Insurance Company
Metlife/Metropolitan Life Insurance Company/Brighthouse Financial, Inc.
Nationwide Life Insurance Company
New York Life Insurance Company
Northwestern Mutual Life Insurance Company
Pacific Life Insurance Company
Principal Financial Group
Prudential Life Insurance Company
Raymond James Insurance Group
RiverSource Life Insurance Company/Ameriprise Financial
Security Benefit Life Insurance Company/Guggenheim Partners
Symetra Life Insurance Company
Transamerica Life Insurance Company
Unum Life Insurance Company of America
Voya/Reliastar Life Insurance Company
World Financial Group Insurance Agency, Inc.