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Aug 4, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Risks, Costs, Complexity, And Downsides Deferred Annuities Are Insurance Policies Not Fund Investments Do Not Be Rushed Into A Sale Dropping interest rates and market volatility may be with us for quite a while in this new, COVID-19 world. There are still insurance agents and financial advisors with […]
Jul 15, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Understand The Costs And Downsides Deferred Annuities Are Insurance Policies Not Fund Investments Do Not Be Rushed Into A Sale When selling annuities to senior citizens, insurance agents may gloss over the fine print and leave out some important details about how annuities actually work. Our litigators recommend […]
Jul 8, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Understand The Drawbacks Annuities Are Insurance Policies Not Investments Do Not Be Rushed Into A Sale Insurance agents use market downturns like the one we saw in March to push fixed indexed annuities as a “safe” alternative for retirement savings. Don’t let an agent sell you anything until […]
Jun 20, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER More And More Employers Selling Off Pension Obligations Insurance Carriers Buy Up Plans Putting Benefits At Risk COVID-19 has shattered the US economy and recovery may take decades according to some economists. For seniors and those approaching retirement the effect of the collapse on retirement savings and pension […]
Jun 19, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Understand The Drawbacks of Fixed Indexed Annuities Insurance Policies Not Investments Do Not Be Rushed Into A Sale The current bear market and COVID-19 economic downfall have insurance agents out pushing fixed indexed annuities as a blend of safety and upside opportunity should the market turn around. Don’t […]
Jun 17, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Understand Returns, Costs, and Penalties Resist Hard Sell Tactics Especially “Free Lunch” Seminars! Our litigators recommend against annuities for any older consumers because commissions and fees are high, returns on your money are calculated to benefit the carrier not you, and the contracts tie up your money for […]
Jun 5, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Disadvantages Of A “1035” Exchange Consider 1035 Proposals As Red Flags Annuity Transactions And Tax Consequences Our litigators recommend against annuities, especially for seniors. If you already own an annuity, be extremely cautious whenever an agent or advisor recommends you replace or exchange it, especially if the idea […]
Jun 3, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER The Downsides to Annuities for Seniors Resist Hard Sell Tactics Especially The “Free Lunch” Seminars! By some estimates, American seniors hold two-thirds of the individual wealth in the United States. Insurance agents pursue senior consumers especially with insurance products like long-term deferred annuities. Every time an agent sells […]
May 22, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Annuities Are Expensive, Long-Term Insurance Policies Do Not Be Rushed Into An Annuity Commissions, Fees And Surrender Charges Our lawyers recommend avoiding annuities of any kind, especially for seniors, because sales commissions are high and policies tie up your money for many years. Right now, agents are using […]
May 7, 2020 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Interest Rates On Annuity Pay-Outs Hitting Record Lows Beware Teaser Rates The interest rates for annuity payouts to policyholders are reaching records lows. In a plunging interest rate environment, carriers and agents offer “teaser” rates that promise a better return than is available elsewhere, like on a CD. […]
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