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Category: Annuities

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 […]

Sep 20, 2016 - Annuities by |

San Francisco Financial Elder Abuse Attorney: AXA

ATTORNEY NEWSLETTER AXA Annuities AXA is among the largest insurance companies both in the U.S. and international markets, and is among the top sellers of both annuity and life insurance policies. Like many insurance companies, a large portion of AXA’s policyholders are seniors, retirees, and the elderly. This market can […]

Sep 14, 2016 - Annuities by |

Marin County Annuity Fraud Attorneys: Prudential Annuity

ATTORNEY NEWSLETTER Understanding the Risks of Annuities FINRA, the Financial Industry Regulatory Authority, has made waves by fining Prudential Annuities Distributors, Inc., the wing of the financial giant Prudential that’s in charge of selling and managing the company’s annuities, for failing to prevent a theft of $1.3 million from a […]

Jul 28, 2016 - Annuities by |

California Elder Abuse Attorney: Safe Senior Act

ATTORNEY NEWSLETTER New Legal Landscape of Elder Law The U.S. House of representative has just approved legislation that would protect financial advisors who report financial elder abuse from lawsuits over breach of privacy. The law is designed to clarify what takes priority when dealing with the finances of the elderly, […]

Jul 14, 2016 - Annuities by |

San Francisco Annuity Fraud Attorney: Stability

ATTORNEY NEWSLETTER Are annuities as stable as brokers claim? Annuity companies spend a great deal of time, energy, and marketing dollars to build the reputation of their product as a rock-solid investment. They’ve banked on this in their campaign to sell indexed annuities, products that make the impossible claim of […]

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