Annuities To Seniors

Learning About Annuities
8 Getting you to attend a Seminar. First they need to get your attention. How? Radio or a Direct Mail Special Invitation offering • A Free lunch or dinner. ... Retrieve Here

FLORIDA DEPARTMENT OF FINANCIAL SERVICES
SUITABILITY OF ANNUITY AND LIFE INSURANCE TRANSACTIONS FOR SENIORS annuities to seniors. ... Content Retrieval

Helping Seniors Make Wise Decisions About Annuities
ADVANTAGE COMPENDIUM Volume 1, Number 1 Summer 2009 Helping Seniors Make Wise Decisions About Annuities That mental prowess declines as we become aged is not something newly realized, and many theo- ... Read Full Source

Annuities: Questions For Senior Consumers
Annuities: Questions for Senior Consumers Seniors should be extremely careful before purchasing an annuity. Seniors should never purchase an annuity unless they fully understand its impact on their retirement years and financial well being. ... Get Doc

The Annuity Conundrum: Responding To The Abuse Of Elderly ...
Unsuitable annuities to seniors by offering enormous sales incentives, commissions, and other promotions to maintain or increase market share from the sale of deferred annuities. The insurance companies, however, pretend to be innocent and unaware of ... Access This Document

Is AARP Insurance Smart For Mom And Dad?
John Matarese looks into criticism of the popular AARP life insurance programs ... Read News

Annuities For Seniors CU Edits
Annuities for Seniors Consumer Guide . Is an annuity right for you? To determine if a particular annuity product is right for you, think about your financial goals, investment amounts, timing and length of investment, and most importantly, the amount of risk ... Access Document

ANNUITY SUITABILITY WHY REGULATORS ARE CONCERNED
More than 50% of annuities to seniors age 65 and above, and 2 agents sold more than 90% to seniors, yet 7 of the 10 agents were relatively new agents with less than 3 years insurance experience. Serious Violations ... Access Doc

ANNUITIES—ARE THEY SUITABLE FOR SENIORS?
Page 1 of 3 THE RISELING REPORT . . . . . . . . . ANNUITIES—ARE THEY SUITABLE FOR SENIORS? Introduction ... Read Content

Investment Products And Sales Practices Commonly Used To ...
Two insurance agents who fraudulently sold charitable gift annuities to seniors, telling them that their money would be invested in secure accounts. Instead the funds were placed in high-risk, speculative investments with the potential for a ... Access Full Source

The Fight Against Inappropriate Annuities For Seniors And How ...
The Fight Against Inappropriate Annuities for Seniors and How Elder Law Attorneys Can Help - Elder Law Answers Articles http://www.elderlawanswers.com/resources/ArticleAtty.asp?id=6992&Section=3&state=[8/19/2008 2:22:10 PM] Search for More Articles: ... Retrieve Document

Annuities And Senior Citizens
Annuities and Senior Citizens What you need to know before you buy. Senior Citizens Should Be Aware Of Deceptive Sales Practices When Purchasing Annuities ... Read Document

FLORIDA TIGHTENS LAWS ON SUITABILITY OF ANNUITY SALES TO SENIORS
Grounds” for recommending annuities to seniors, with an objective standard. The former law was asserted to thwart prosecution because clear and convincing evidence was required, not to prove that a particular transaction was suitable for a senior consumer, but whether the agent ... Read Here

Annuity Senior Market - California Department Of Insurance
Be able to identify areas of concern to seniors Understand investment concerns of seniors. Be aware of annuities and other financial products available to seniors such as Medicare, Long Term Care, annuities, life insurance etc. ... View Document

Avoid Being Fooled By Deceptive Sales Practices Alert: High ...
440-3494 (10/07/COM) Tips for protecting yourself When it comes to annuities, inappropriate sales practices can occur in many ways and come from a variety of sources. ... Access This Document

ANNUITIES AND SENIORS- OFTEN A COSTLY MISTAKE Written By Jan ...
ANNUITIES AND SENIORS- OFTEN A COSTLY MISTAKE Written by Jan L. Brown, Esquire (The names in this article have been changed to protect the privacy of the individuals.) ... Document Retrieval

Seniors Should Think Twice Before Buying An Annuity
Seniors Should Think Twice before Buying an Annuity Annuities are sometimes aggressively marketed to seniors, even though these investment products may be ill- ... Fetch Doc

What Seniors Need To Know About Annuities
What Seniors Need to Know About Annuities Talk to us Do you have a question, comment or concern? There are several ways to talk to us: • Call our Consumer Hotline at 1-800-927-HELP • Telecommunication Device for the Deaf dial 1-800-482-4TDD ... Doc Retrieval

Free Tax Help Offered To Qualifying Seniors
Alliance on Aging is providing free tax preparation for seniors on a first come, first served basis from 8:15 a.m. to 1 p.m. Wednesdays and Thursdays at the Oldemeyer Center, 986 Hilby Ave., Seaside. ... Read News

National Academy Of Elder Law Attorneys (NAELA) Celebrates 15th Annual National Consumer Protection Week
Attorneys educate elderly and individuals with special needs on fraud and other forms of financial abuse.Washington, DC (PRWEB) March 04, 2013 The National Academy of Elder Law Attorneys (NAELA) proudly joins government agencies, advocacy organizations, and private sector groups nationwide to celebrate National Consumer Protection Week (NCPW), March 3-9, 2013. For the past 15 years, a broad ... Read News