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Category: Elder Financial Abuse

Dec 7, 2018 - Annuities by |

California and Alameda County Financial Elder Abuse Attorney: Financial Exploitation of Seniors

ATTORNEY NEWSLETTER FINRA Reports Surge In Financial Elder Abuse Claims Unsuitable Products, Breach of Contract, Negligent Advice and More Investors harmed by broker or advisor recommendations can file complaints about the misconduct with the Financial Industry Regulatory Authority (FINRA). FINRA has the power to levy fines and disciplinary sanctions.  The […]

Dec 6, 2018 - Annuities by |

California Life Insurance and Annuities Attorney: Annuities Issued by Athene Annuity and Life Company (formerly Aviva Annuity and Life Company)

ATTORNEY NEWSLETTER Full and Partial Surrenders or Cancellations of Athene Annuity and Life Company Annuities Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California.  These contracts, like all deferred annuities, include penalties for early withdrawals, known as surrenders.  Surrenders may be full […]

Dec 4, 2018 - Annuities by |

California and Alameda County Annuity and Financial Elder Abuse Attorney: Proposed SEC Rule Change for Variable Annuities and Variable Life Insurance

ATTORNEY NEWSLETTER Greater Disclosures Still May Not Tell The Full Story Variable annuities and variable life insurance contracts are expensive, complex securities sold by prospectuses and subject to regulation by the U.S. Securities and Exchange Commission (SEC).   This week, the SEC announced proposed rule changes intended to improve disclosures for […]

Marin County and California Financial Elder Abuse and Securities Attorney: Stockbroker Fraud and Financial Elder Abuse

ATTORNEY NEWSLETTER Seniors: Watch Out for Stockbroker Fraud If You’re a Victim, We Can Help Unscrupulous stockbrokers prey on seniors in particular. After all, seniors hold 1/3 of the nation’s wealth. Seniors may also be more receptive to higher return opportunities in a low interest rate environment.  Be careful.  Stockbroker […]

Nov 23, 2018 - conservatorship by |

California and Marin County Probate and Financial Elder Abuse Attorneys: Conservatorships and Professional Fiduciaries

ATTORNEY NEWSLETTER Court-Appointed Fiduciaries Wield Great Power Potential for Abuse of Power Court-appointed conservators and other fiduciaries (such as guardians or trustees) wield enormous power over the dependent individuals and properties they are appointed to manage and protect. Court appointments supersede earlier Powers of Attorney, trustee nominations and the like […]

California Life Insurance and Elder Abuse Attorney: Whole Life Insurance Issued By Genworth Life and Annuity Insurance Company

ATTORNEY NEWSLETTER Genworth Life and Annuity Insurance Company Whole Life Insurance If you are over age 60, live in California, and have cancelled (or surrendered) a whole or universal life insurance policy issued by Genworth Life and Annuity Insurance Company where you lost or may have lost money, contact the […]

Contra Costa County and California Financial Elder Abuse and Securities Attorney: Broker Background Checks

ATTORNEY NEWSLETTER Preventing Fraud and Abusive Practices Always Check Backgrounds Before You Buy Hopefully, you already check the backgrounds of any contractors or caregivers or others you let in your home to do work. Checking the background of anyone trying to sell you an investment is equally important!  The Securities […]

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