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Category: Annuities

Jan 10, 2017 - Annuities by |

Los Angeles Insurance Fraud Attorney: Indexed Annuities

ATTORNEY NEWSLETTER Are Indexed Annuities Just Over-Our-Heads Difficult? Indexed Annuities Annuities are complex financial instruments. So-called indexed annuities are even more complicated. Yet, these investments are made quite often, which means people could be investing in a product they simply do not understand. And the stakes are incredibly high; often […]

Jan 6, 2017 - Annuities by |

San Mateo Insurance Fraud Attorney: Annuities

ATTORNEY NEWSLETTER Annuities Gone Wrong Annuities Are A Problem Are you someone who has bought an annuity? Have you tried to take out your money and been charged a steep surrender penalty fee? Has your annuity investment lost you money? Sadly, you are not alone; annuity companies and their agents […]

Dec 22, 2016 - Annuities by |

Los Angeles Indexed Annuity Attorney: Sales

ATTORNEY NEWSLETTER Brokers Move from Variable to Indexed Annuities Why the Variable Annuity is in Decline 2016 has been a rough year for many people, not least for sellers of variable annuities. Regulatory oversight, the new Department of Labor fiduciary rule, and market factors have led to a year that […]

Nov 24, 2016 - Annuities by |

Marin County Variable Annuity Fraud Attorney: FINRA

ATTORNEY NEWSLETTER FINRA cracks down on Variable Annuities Understanding Annuities In the wake of another round of FINRA crackdowns on variable annuity sales, it’s becoming increasingly clear that nobody knows how annuities work: not consumers, who have been tricked into buying products that lock their money into risky investments, and […]

Nov 17, 2016 - Annuities by |

California Annuity Fraud Attorney: Health Concerns

ATTORNEY NEWSLETTER A major concern that our annuity fraud attorneys have with annuity products is the obfuscated means by which insurance companies try to squeeze some extra revenue out of their clients. In order to make their products appear more lucrative, they often advertise high base return rates, only to […]

Nov 15, 2016 - Annuities by |

California annuity fraud attorney: Illustrations

ATTORNEY NEWSLETTER Misleading Annuity Illustrations When seniors go to a financial advisor, they often aren’t specifically looking for an annuity. They want to protect their savings, and ensure that they can find a way to make their savings last through their retirement. A financial advisor often sees this as an […]

Oct 6, 2016 - Annuities by |

Los Angeles Annuity Fraud Attorney: 401(k) Annuities

ATTORNEY NEWSLETTER Retirement, 401(k) Accounts, and Annuities Although many consumers and seniors have heard of annuities, it’s not always obvious how prevalent they are in other financial products. Many “senior financial advisors,” claiming to offer specialized products and services for the elder population, try to sell bespoke blends of various […]

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