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See also:

» Annuitytruth.org - List of circumstances when the sale of a deferred annuity to an older adult is very questionable. Includes a free special report on this topic.

http://www.sec.gov/news/studies/secnasdvip.pdf

» Examination Findings Regarding Broker-Dealer Sales of Variable Insurance Products - This joint 2004 SEC-NASD report reviews weak sale practices associated with deferred variable annuities and gives recommendations including taking the customer's age into consideration. [PDF]

http://www.latimes.com/business/la-fi-retire24apr24,0,4561077.story

» Seniors Get a Hard Sell on Fee-Laden Annuities - Los Angeles Times - Detailed April 2006 report on commission-driven agents targeting elderly's assets, and playing on their fears to push a product that may not meet their needs.

http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2004/11/20/BUGFV9UINH1.DTL

» Suit Targets Senior Seminars for Questionable Sales Tactics - Describes a class-action lawsuit against insurance companies and living-trust companies that market annuities to elderly people.

http://www.jameshoyer.com/problem_annuities.html#

» Variable Annuity Fraud - Attorneys James Hoyer, Newcomer and Smiljanich discuss how variable annuity scams target seniors and include a bibliography of expert opinions.

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