Meyer Wilson

Recovering Losses Caused By Investment Misconduct

Recent Posts in Variable Annuity Abuses Category

The Financial Industry Regulatory Authority (FINRA) has fined VALIC Financial Advisors, Inc., a Houston-based broker-dealer, $1.75 million. VALIC Financial Advisors consented to the entirety of ... Continue reading "VALIC Financial Advisors, Inc. Fined $1.75 Million" »
Investing for retirement is important, but it’s not always easy to know what your best option is. If you’ve chosen a variable annuity (VA), it’s especially important to investigate ... Continue reading "Do You Know When to Change Your Variable Annuity?" »
Have you been pitched the idea of buying a variable annuity by your broker or financial advisor? Were you asked to use money inside an IRA? It is important to understand that this is a risky ... Continue reading "Troubles of Using IRA Money to Buy Variable Annuities" »
Nationwide Life Insurance will pay an $8 million penalty to the U.S. Securities and Exchange Commission over variable annuity and life insurance policy errors Nationwide Life Insurance Co., based out ... Continue reading "Nationwide to Pay $8 Million over Variable Annuity Failures" »
The Denver division of the Securities and Exchange Commission (SEC) announced today that it would be seeking sanctions against four insurance agents for allegedly defrauding elderly annuity holders. ... Continue reading "Four Insurance Agents Face Accusations of Defrauding the Elderly" »
The variable annuity is one of the insurance industry's most popular products. Insurers and brokers have long pitched variable annuities as a retirement-savings vehicle for people who max out ... Continue reading "Variable Annuities - Very Expensive Mutual Funds that Are Nearly Impossible to Understand" »
By Chad M. Kohler, Esq. Recently, while speaking at an industry conference in Washington, D.C., a top regulatory official spoke publicly about his growing concerns over the sale of variable annuities ... Continue reading "Top Regulatory Official Voices Concerns About Variable Annuity Sales" »
By Chad M. Kohler, Esq. "A guaranteed income for life" sounds like a pretty good proposition to most investors. When I was a stockbroker, I heard countless sales pitches from variable ... Continue reading "Warning from Former Broker About Variable Annuities" »
As explained in a recent Wall Street Journal article, investors should be wary if their insurance agents, brokers, or financial advisers claim that swapping their older variable annuities for newer ... Continue reading "Investors Should Be Wary of Variable-Annuity Swaps" »
While overall arbitration filings with the Financial Industry Regulatory Authority (“FINRA”) increased last year, cases involving variable annuity sales increased nearly threefold, rising ... Continue reading "FINRA Statistics Show Surge in Variable Annuity Cases" »

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