Category: Deferred Annuity

ATTORNEY NEWSLETTER Transamerica Life Insurance Company Variable Annuities The California 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 […]

ATTORNEY NEWSLETTER Jackson National Life Insurance Company Deferred Annuities The annuity attorneys at Evans Law Firm Inc. represent clients over age 60 in California who have suffered losses on all types of annuity contracts, including fixed, indexed, and variable deferred annuities. Often, the policyholder suffers loss on surrender of their […]

ATTORNEY NEWSLETTER Lincoln Financial Deferred Annuities The annuity attorneys at Evans Law Firm Inc. have experience representing clients who have suffered losses on all types of annuity contracts, including fixed, indexed, and variable deferred annuities. All of these contracts charge penalties on full or partial surrenders. Lincoln Financial issues fixed, […]

ATTORNEY NEWSLETTER   Financial Elder Abuse Protections Expanding Cases Against Insurance Companies and Agents Grow   Over the past few years, financial elder abuse cases and protections have steadily expanded, particularly in California. Financial elder abuse attorneys at Evans Law Firm have been in the forefront of this expansion in […]

ATTORNEY NEWSLETTER Understanding the Downside Hidden Costs When deciding whether to buy a deferred annuity with your retirement savings, ask yourself whether you need another annuity, because you already have one in the form of Social Security. And if you’re fortunate enough to look forward to a pension at work, […]

ATTORNEY NEWSLETTER Be Wary of Annuities in Any Form What are Deferred Annuities? Tax deferral is the key to successful retirement savings. Annuity salesmen advise consumers to invest in deferred annuities to maximize tax deferral. We at Evans Law Firm counsel caution, especially for senior consumers. Our attorneys have years […]

ATTORNEY NEWSLETTER What to Expect From Your Financial Advisor Rules Governing Investment Recommendations Every day financial advisors recommend all kinds of investments to American consumers. Recommendations come from stock brokers, insurance agents, bankers, financial planners, and investment advisors. Different government, industry and company rules govern these recommendations. Generally, one of […]

ATTORNEY NEWSLETTER Understanding Death Benefit Riders The Death Benefit Sales Pitch Chances are, if an agent has pitched you on an annuity, he or she touted its “death benefit” as a major selling point. According to the sales pitch, death benefits guarantee your heirs a return of your annuity premium […]

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 […]

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 […]