Subscribe

Vets’ annuities draw scrutiny

The latest trend in elder abuse — unsuitable annuities that “help” low-income veterans claim pensions — is highlighting…

The latest trend in elder abuse — unsuitable annuities that “help” low-income veterans claim pensions — is highlighting a communication breakdown between state and federal agencies, that could allow fraud to slip through the cracks.

This practice taps veterans who ar

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

As indexed universal life sales climb, be sure to mind the risks

Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.

Donald Sterling’s battle holds harsh lessons for advisers

The L.A. Clippers owner's fight with pro basketball highlights important tax and estate strategies that may surprise you.

Advisers fall short on implementation of long-term-care insurance

Most know it's a key part of retirement planning but lack in-depth knowledge when the need for care arises.

Broker-dealers face administrative hurdles in rollout of QLAC annuity

Confusion remains over who ensures the contract purchase meets Treasury's guidelines.

Finra arbitration panel awards $500,000 to former Morgan Stanley rep

Broker and wirehouse embroiled in a three-year dispute over a promissory note.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print