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May 3, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Pitfalls For Older Consumers Complicated, Expensive And Illiquid Contracts Limits On Returns Evans Law Firm, Inc. generally recommends against certain types of deferred annuities especially for seniors because these complex insurance policies carry high fees, lack transparency, and are illiquid (meaning it is costly to get your money […]
May 2, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Questionable Sales Tactics Recent Case Example Why Seniors Should Avoid Annuities Deferred annuities are insurance contracts where the policyholder pays a premium to an insurance carrier now for income payments in the future. Sellers of deferred annuities include insurance agents, and all manner of financial advisors including advisors […]
Apr 25, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Deferred Annuities Are Not For Seniors Costly, Complex Contracts Withdrawals Penalties, Commissions And Fees Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come. The concept sounds simple enough but in fact deferred annuities, like […]
Apr 18, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Security Benefit Life Insurance Company Total Value Annuities (TVAs) The life insurance and annuity attorneys at Evans Law Firm, Inc. represent California clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities and equity indexed universal life insurance. Indexed annuities are […]
Apr 16, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Complicated Insurance Contracts Penalties For Getting Your Money Back Commissions, Fees, Participation Rates And Caps Deferred annuities are insurance contracts where the policyholder pays a premium to an insurance carrier now for income payments in the future. Sellers of deferred annuities include insurance agents, and all manner of […]
Apr 12, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Security Benefit Life Insurance Company Total Value Annuities (TVAs) The life insurance and annuity attorneys at Evans Law Firm, Inc. represent California clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities and equity indexed universal life insurance. Indexed annuities are […]
Apr 12, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Complicated Long-Term Insurance Policies Getting Your Money Back Is Costly Commissions, Annual Fees And Low Returns Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come. The concept sounds simple enough but in fact deferred […]
Apr 4, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Deferred Annuities Pose Problems For Seniors Penalties For Exiting From Policies Fees And Potential Tax Liabilities Whenever an insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement. Indexed annuities, like most deferred annuities, […]
Apr 2, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Security Benefit Life Insurance Company Total Value Annuities (TVAs) The life insurance and annuity attorneys at Evans Law Firm, Inc. represent California clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities and equity indexed universal life insurance. Indexed annuities are […]
Mar 30, 2024 - Annuities by Ingrid Evans | Share
ATTORNEY NEWSLETTER Complicated Contracts With High Fees Penalized For Getting Your Money Back Complex Interest Crediting Formulas Evans Law Firm, Inc. generally recommends against certain types of deferred annuities especially for seniors because these complex insurance policies carry high fees, lack transparency and are illiquid. The contracts are illiquid because […]
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