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• Business: Financial Services: Cash Flow: Annuities  (19)
• Business: Financial Services: Insurance: Annuities  (17)
• Home: Personal Finance: Retirement: Annuities  (5)

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.annuitytruth.org/

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.sec.gov/news/studies/secnasdvip.pdf

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

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

Variable Annuity Fraud Attorneys James Hoyer, Newcomer and Smiljanich discuss how variable annuity scams target seniors and include a bibliography of expert opinions. http://www.jameshoyer.com/problem_annuities.html#