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Jul 1, 2015 - Annuities Fraud by |

What Affinity Fraud Means, and How to Avoid It

ATTORNEY NEWSLETTER Affinity fraud is a type of investment scam that targets members of certain groups, such as religious or ethnic communities, or the elderly. It usually involves a fake investment, or an investment where the scammer has left out important details. According to San Francisco consumer fraud attorneys, affinity […]

Combating Elder Abuse

Instances of elder abuse, both physical and financial, usually go unreported because the victims think no one will believe them or that they have no one to turn to with their evidence. If an older man is living in a nursing home and is physically abused through beatings, lack of […]

Jun 30, 2015 - Annuities by |

2014 Annuity Company Rankings

ATTORNEY NEWSLETTER LIMRA Secure Retirement Institute has released its individual annuity company ranking list for 2014, The ranking list reveals some trends, including strong competition among carriers in the fixed annuity sector. According to the data from LIMRA Secure Retirement Institute, Jackson National was the overall winner for combined selling […]

Jun 23, 2015 - Annuities by |

Understanding Indexed Universal Life Illustrations

ATTORNEY NEWSLETTER Indexed universal life (IUL) insurance illustrations often appear compelling, and can outperform traditional universal life (UL) illustrations. However, these illustrations can be misleading and set unrealistic expectations for consumers. It is important that consumers who are considering these policies understand these illustrations in order to make a suitable […]

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