Inappropriate Annuity Products For Elderly Persons

A claim for Inappropriate Annuity Products for Elderly Persons may be alleged when a stockbroker or financial advisor sells or recommends that an elderly person buy annuities and other products which are inappropriate for their risk-objective profile. These types of insurance and securities products typically promise long-term tax savings, but have high commission obligations and penalties for early withdrawal or redemption. They may well be inappropriate for an elderly investor.

To discuss Inappropriate Annuity Products for Elderly Persons, or any other claim with a securities arbitration attorney, please complete this form or call 800-520-8526.