Free financial advisors for seniors
[PDF File]Senior Designations for Financial Advisers
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Financial Protection for Older Americans focuses on the consumer financial issues that affect seniors. It is the only federal office devoted exclusively to protecting the financial health of Americans age 62 and over. The Office engages in education and policy initiatives to support
[PDF File]Financial Tips for Seniors
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Financial Tips for Seniors ... designations used by financial advisors can vary significantly. To learn more about professional designations and for tips on choosing ... toll-free at 1-800-732-0330. “Remember, even if purchased through an insured bank, annuities do not
[PDF File]AUGUST 2012
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financial advisors. By far, the . most common products involved in the subjection of an older American to unfair, deceptive or abusive practices by a financial advisor are equity indexed or variable annuities . Estimated losses experienced by seniors victimized by financial abuse are substantial – $50,000 per person, on average.
[PDF File]A GUIDE FOR DEVELOPING PRACTICES AND PROCEDURES FOR ...
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A GUIDE FOR DEVELOPING PRACTICES AND PROCEDURES FOR PROTECTING SENIOR INVESTORS AND VULNERABLE ADULTS FROM FINANCIAL EXPLOITATION Page 4 Introduction Demographers predict that in 16 years, the United States will be home to 72 million older persons, more than twice the number in 2000,1 and it is estimated that 10,000 people reach the
[PDF File]FINANCIAL SELF-DEFENSE GUIDE FOR SENIORS
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financial advisors. In these pages, CFP Board’s Consumer Advocate alerts older Americans and ... Financial Self-Defense for Seniors. Older Americans and their families will ... “free consultation.” This financial professional convinced her to sell her $170,000 bond mutual fund portfolio to buy a “bonus rate” deferred annuity to reduce ...
[PDF File]A Financial Professional’s Guide to Working With Older Clients
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A Financial Professional’s Guide to Working ... financial products without understanding how they work or because of ... n Communicating in clear language, free of jargon, that laypersons can understand. n Providing written information to take away to study after the meeting.
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