Tag: retirement accounts
Indexed Universal Life Insurance (IUL) Fraud
The last decade has seen many thousands of Americans approaching or in retirement lose a considerable portion of their net worth and available cash flow due to improperly sold Indexed Universal Life insurance policies. Sales materials associated with Indexed Universal Life policy presentations have been found to include misrepresentations of performance and anticipated returns, while […]
Read PostTransfer on Death (TOD) and Death Beneficiary Accounts and the Perils of DIY Estate Planning
The past decade has seen an explosive growth in the number of investors who utilize their securities brokerage accounts, both retirement-type accounts and non-retirement accounts as the centerpiece of their estate planning strategy, oftentimes without consulting competent legal counsel, as well as without following up with brokerage-specific forms available to designate death beneficiaries for these […]
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Blog Posts
- Indexed Universal Life Insurance (IUL) Fraud
- Securities Litigation
- Securities Brokerage Mediation
- Transfer on Death (TOD) and Death Beneficiary Accounts and the Perils of DIY Estate Planning
- A Successful Will Contest