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Category: Investment Fraud

Feb 15, 2025 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Deferred Annuities Not For Older Consumers

ATTORNEY NEWSLETTER Deferred Policies Carry High Expenses And Fees Surrender Charges/Withdrawal Penalties Lock You In Investment Risk Is Not Insured Against Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s money for years […]

Marin Financial Elder Abuse Attorneys: Investment Advisor Fraud On Elderly Clients

ATTORNEY NEWSLETTER Older Customers Targeted in Ponzi Scheme Severe Losses For Older Investors Warning Signs Of Investment Fraud Seniors are often targets of various kinds of investment fraud or securities fraud including Ponzi schemes, where money collected from new investors is used to pay existing investors, and there really is […]

Jan 16, 2025 - Annuities by |

San Francisco Bay Area Annuity Attorney: Deferred Annuities Are Not For Seniors

ATTORNEY NEWSLETTER Complicated Insurance Contracts Penalties On Withdrawals 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. Evans Law Firm, Inc. generally recommends against deferred annuities for older consumers because they […]

Santa Clara County Financial Elder Abuse Attorneys: Investment Advisor Fraud On Elderly Clients

ATTORNEY NEWSLETTER Older Customers Targeted in Ponzi Scheme</h1> Severe Losses For Older Investors Warning Signs Of Investor Fraud Seniors are often targets of Ponzi schemes, where money collected from new investors is used to pay existing investors, and there really is no actual investment of funds. Like the infamous Bernie […]

Jan 6, 2025 - Annuities by |

Contra Costa County Financial Elder Abuse And Annuity Attorney: Disadvantages Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Complex Insurance Policies Penalties On Withdrawals Commissions, Annual Fees, Participation Rates And Caps Evans Law Firm, Inc. generally recommends against deferred annuities for older consumers because they are expensive and complicated and because these contracts tie up a senior’s money for years. Whenever a life insurance agent or […]

Jan 2, 2025 - Annuities by |

Marin County Annuity Attorney: Deferred Annuity Downsides For Senior Citizens

ATTORNEY NEWSLETTER Complex, Expensive Insurance Contracts Surrender Penalties On Withdrawals Sales Commissions, Contract Fees And Caps On Returns Life insurance agents often approach older consumers with proposals for deferred annuities as vehicles for retirement income. Deferred annuities are complex insurance products and are not like direct investments in mutual funds, […]

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