Why annuities are scams

    • [PDF File]Scams - Detecting and Avoiding

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      Scams - Detecting and Avoiding Information is the Best Defense Anyone can be a victim, even those with an advanced education, substantial assets and lengthy business experience. In fact, some of the most sophisticated scams are targeted toward wealthy individuals or businesses, because, as Willie Sutton reportedly replied when asked why

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    • [PDF File]INVESTMENT SWINDLES AND CON SCHEMES

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      INVESTMENT SWINDLES AND CON SCHEMES iv Investment Swindles and Con Schemes VI. CREDIT/DEBIT AND MONEY MANAGEMENT SCHEMES (CONT.)

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    • [PDF File]Fighting Pension Poaching Scams

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      Fighting Pension Poaching Scams Shawna Reeves, MSW 415-750-4188 sreeves@ioaging.org Neil Granger Elder Financial Abuse Consulting ... •By putting assets into annuities or irrevocable trusts (and sometimes both), the seniors are tying up money they may need down the road for care. 8 .

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    • [PDF File]CREATE COMPLEX PASSWORDS AND CHANGE BEWARE OF …

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      BEWARE OF PHISHING SCAMS THAT ASK YOU TO PROVIDE PERSONAL INFORMATION IN EMAILS, TEXT AND POP-UPS. Reputable companies won't request confidential information or ask you to reset a password over email. These requests are key indicators of likely phishing scams. Be cautious about opening attachments or clicking on links in emails.

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    • [PDF File]Fraud is the most prevalent type of elder financial abuse

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      Annuities Seminar Scams Legal Documents & Trust Seminar Scams Reverse Mortgages Seminar Scams The VA Aid and Attendance Scams Senior Investment Seminars and Workshop Scams: There are numerous types of elder financial abuse. This booklet focuses on the most common scams ... Why …

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    • [PDF File]The Ten Worst Insurance Companies In America

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      To identify the worst insurance companies for consumers, researchers at the American Association for Justice (AAJ) undertook a comprehensive investigation of thousands of court documents, SEC and FBI records, state insurance department investigations and complaints, news accounts from across the country, and the testimony and deposi-

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    • [PDF File]Avoiding VA Disability Benefit Scams

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      Avoiding VA Disability Benefit Scams . The Center for Elder Veterans Rights has produced a detailed White Paper entitled Recognizing and Defeating VA Disability Benefit Scams to educate the long-term care industry and the general public about the growing problem of VA disability fraud and scams.

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    • [PDF File]Living Trust and Annuities Scams

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      and annuities scams. This information provided in this Supervisor Transfer of Learning Activity Workbook will describe living trusts scams and ‘inappropriate’ annuities as well as identify the indicators related to the illegal use of these financial instruments by predators in order to take money or property from unsuspecting victims.

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    • [PDF File]The Inside Scoop to Annuities and Selecting a Trustworthy

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      The Inside Scoop to Annuities and Selecting a Trustworthy Advisor By Brent Meyer President and Co-Founder of Safe Money Resource ©Safe Money Resource. Unauthorized use and/or duplication of this material without expressed and written approval from this author and/or owner is strictly prohibited.

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    • [PDF File]Attendee Senior Scams

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      Annuities have two uses – 1) Accumulate funds for retire ment 2) If properly designed, to assure a life-time income. Variable and equity-indexed annuities are not appropriate for purchase when nearing or after retirement. Annuities, mutual funds, stocks, bonds, certificates of …

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