Life Insurance & Annuities

Don’t let our senior citizens become victims of life insurance fraud, annuities fraud or other methods of investment fraud. Warn your family about deceptive sales tactics and the dangers of deferred annuities for the elderly.

Watching Out for Life Insurance & Annuity Scams and Fraud

There have been multiple instances in the news of insurance companies exploiting the elderly to increase their own commissions and profits without delivering promised and quality products. As more and more life insurance fraud and annuities fraud is brought to light, including deceptive insurance sales tactics, fraudulent insurance policy sales and annuity fraud, it becomes clear that the American public needs to stand up to these huge businesses and protect our most vulnerable citizens, the elderly.
 
In has been proven, for instance, the Prudential Life Insurance, one of the most solid and reputable companies in the industry used deceptive sales tactics to encourage existing customers to buy insurance policies that were beyond their budget and beyond their needs. In some instances, sales reps erroneously informed prospects that they could increase their coverage exponentially without paying any additional premiums or fees. Prudential actually arranged for these unsuspecting customers to take loans out against existing policies to cover the new premiums. At the end of the day they were left with high premium payments and virtually value-less original life insurance policies.
 
Ultimately, in March of 1997, numerous victims came together and their case was certified as a class action by the New Jersey district court. The plaintiffs prevailed and the Prudential Life Insurance Company agreed to compensate over 8 million policy holders approximately $410 million. This represented people who had purchased life insurance policies between 1982 and 1995, when deceptive sales tactics were rampant throughout the company. Additionally, plaintiffs in the “class” could take their individual claim to an alternative arbitration panel or they were offered a basic claim package which incorporated several benefits including awards of loans and improved terms on policies.
 
Another disturbing practice across America is the sales of deferred annuities to seniors. An annuity is an investment method wherein you buy an “annuity” from an insurance company by investing a lump sum which ensures a specific return on your investment. You may receive your money and your return in a lump sum, in the case of a deferred annuity, or you may receive small payments over a period of time throughout your life, as in an immediate annuity. Some insurance companies are luring seniors into these inappropriate investment opportunities through annuities fraud by lying about high rates of return and using some scare tactics without disclosing the high fees associated with the annuities or the fact that their money could be locked up because of prohibitive penalties for years to come. This deprives seniors of important capital they need to live on throughout their retirement.
 
There are other examples of investment fraud, deceptive sales tactics and nefarious practices by the insurance companies but these are two of the most despicable. If you or a loved one has been hurt by deceptive sales tactics or inadvisable investments, you should contact an attorney. Too often, the elderly in our country are scared into or overwhelmed by deceptive sales tactics and they end up putting their money into unwise investments or losing their money to investment fraud. Help protect yourself and your loved ones by uncovering these illegal practices through litigation.

 

Informative Articles About Life Insurance & Annuities

· Prudential Life Insurance: Recapping Prudential's Insurance Churning Fraud of the 1990's

  4/3/2006 2:30:00 PM | Prudential Life Insurance Fraud

 Latest Life Insurance & Annuities & Related Newswire

· Class Action Lawsuit Aims at Bank of America Fiduciary Services - Yahoo! News

  6/20/2006 11:07:00 AM | Class Action Complaint Filed for Bank of America Trust, Estate and ...
  Comments:(0)
   The Bank of America is facing a class action lawsuit by investors in their fiduciary accounts. The allegation is that the Bank preferentially purchased its proprietary Nations and Columbia funds for accounts, even though other funds were available that had better returns and lower fees.
Further, the suit alleges that the prospectus' for Nations and Columbia funds contained misleading information and omissions.
     Read More

· Class Action Suit Against Nationwide Insurance, for Fees - Columbus Dispatch

  6/16/2006 6:57:00 AM | Lawsuit accuses insurer of hiding fees
  Comments:(0)
   A class-action lawsuit against Nationwide Insurance has been launched in Ohio. The suit alleges that Nationwide collected excessive fees for its term life insurance policies and did not make adequate disclosures of this to its customers. 
Those who paid in installments, as opposed to annually, were charged more than the "maximum" premium according to the lawsuit. 
There are over 200,000 potential litigants in the class of Nationwide term life policyholders in the US.  
Nationwide says it behaved within the law.
     Read More

· New York Teacher's Union Settles Over Endorsement Issue - Los Angeles Times

  6/14/2006 3:01:00 AM | New York Teachers Union Settles Retirement Probe
  Comments:(0)
   A New York State teachers' union has settled with the NY Attorney General over claims it encouraged its members to invest in annuities that had high fees, and received payment from the insurance company ING for doing so. 
The union will pay costs of the investigation, disclose its endorsement deals, hire independent advisors for its members to help them choose appropriate investments and allow those who purchased the high fee annuities to roll them over at no cost. 
Other unions are now examining their procedures and deals with investment companies.
     Read More

· US Companies Sued by Pension Funds over Stock Option Backdating - USA Today

  6/14/2006 2:27:00 AM | Pension funds sue companies, cite backdated stock options
  Comments:(0)
   Pension funds worldwide have begun suing individual companies over the dubious practice of backdating stock options.
While not entirely illegal, the practice must be fully disclosed and accounted for, and in many cases under investigation, the backdating is suspected to be illegal.
About forty US companies are now under scrutiny in this newest corporate scandal.
     Read More

· ING Company Accused of Market Timing Fraud in NH - Reuters

  6/9/2006 5:36:00 AM | US state accuses ING units of fraud
  Comments:(0)
   The State of New Hampshire has accused two subsidiaries of the ING Group of fraud and improper trading with regard to mutual fund trades in the state retirement plan. 
The company allegedly engaged in "market timing" practices which serve to enrich the traders but have a negative effect on the value of the funds. 
Other accusations are failure to disclose revenue-sharing agreements, and failure to keep adequate records following subpoena. 
A New Hampshire official expressed the belief that other states may be involved as well.
     Read More


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Comments On Life Insurance & Annuities News Articles:

lAWSUIT
Comment On: Prudential Life Insurance: Recapping Prudential's Insurance Churning Fraud of the 1990's
Posted by SHARON on 12/26/2006 | Filed Under: Prudential Life Insurance Deceptive Sales

I WAS IN ON THIS CLASS ACTION LAWSUIT I WAS WONDERING HOW TO I FIND OUT ABOUT MY SETTLEMENT AND WHEN MIGHT I RECEIVE PAYMENT

former policy holder
Comment On: Prudential Life Insurance: Recapping Prudential's Insurance Churning Fraud of the 1990's
Posted by Bonnie on 12/31/2006 | Filed Under: Prudential Life Insurance Deceptive Sales

I was a policy holder of prudential for at least 17 years and signed and sent in paper work a few times for the class action lawsuit but never heard anymore about it. Now have new address and new name, how do I find out about my part of this suit?

bank of America has been wrongfully charging me overdraft fees
Comment On: Class Action Suit Against Nationwide Insurance, for Fees
Posted by chris fowler on 3/24/2007 | Filed Under: Life Insurance & Annuities

Search • Locations • Alerts • Mail • Help • Sign Off Accounts Bill Pay & e-Bills Transfer Funds Investments Customer Service Read Mail Subj: Re: CHECKING Inquire about a Transaction (KMM57136313I7486L0KM) Dear Christopher A. Fowler, Thank you for your inquiry dated 3/23/07 regarding the overdraft fees. We will be happy to assist you. Please be advised that we process all transactions together, highest to lowest according to amount. If funds are insufficient to cover all the items presented, this may enable us to pay more important items, such as mortgage payments. For example, we process ATM withdrawals, automatic payments, Check Card purchases and personal checks from highest to lowest dollar amount. Based on our experience, we believe that many customers prefer that we place priority on their largest transactions when the balance in their account cannot cover all their transactions. Please be advised that funds must be in the account before items are presented in order to avoid overdraft fees. Unfortunately, making a deposit or transfer after items have overdrawn your account will not prevent the items from being returned or fees being assessed. Items pending due to insufficient funds are either paid, creating an overdraft on the account, or returned. In either case, an overdraft fee is charged. Our research indicates the charge was applied correctly and no error occurred. Unfortunately, we are unable to provide you with a refund. We apologize for any inconvenience this may cause. If we may be of further assistance, please contact us again by e-mail. Thank you for choosing Bank of America. Sincerely, Peter Johnson Bank of America

Prudential hiding behind class action settlement
Comment On: Prudential Life Insurance: Recapping Prudential's Insurance Churning Fraud of the 1990's
Posted by Larry E Long on 5/15/2007 | Filed Under: Prudential Life Insurance Deceptive Sales

I was recently notified that my Variable Appreciable Life Insurance premium was to triple to $175.00 per month following my 66th birthday. I filed a complaint with the Pennsylvania Insurance Dept. Prudentials response was that they did not have to do anything since there was a class action settlement involved. They claim that too much time had passed since the settlement and that I was not entitled to relief. The upstart is that I was never notified by Prudential about this lawsuit settlement. My wife's policy is the same and she was never notified either. Larry E Long

seeking any litigation cases for disability vs.Prudential
Comment On: Prudential Life Insurance: Recapping Prudential's Insurance Churning Fraud of the 1990's
Posted by Jim Phifer, Esq. on 8/4/2007 | Filed Under: Prudential Life Insurance Deceptive Sales

Would greatly appreciate any case(s) you might have against Prudential Life Insurance Company for non-payment of group disability claims.

selling policies to customers they do not own
Comment On: Prudential Life Insurance: Recapping Prudential's Insurance Churning Fraud of the 1990's
Posted by Earl Johnson on 8/20/2007 | Filed Under: Prudential Life Insurance Deceptive Sales

I need some help on this problem. My wife who is and RN working for Nor-Lea Hospital 1600 N Main Lovington Nm 88260. She was sold by Prudential Financial Annuity Services in the from of an IRA / Annuity Retirement plan stated by the agent as and IRA and some years latter they sold an changed the plan to a 403b.The work force was asked to cancel the Annuity an over a large number of years would be able to move the money to the 403b As the up front cost of buying an Annuity is Very HGIH we keep the Annuity. She also put money in the 403b. She is no longer working in a full-time benefit eligible status due to becoming disabled on or around 4/18/200. She is now over 59 1/2 and asked for the money she paid in to Prudential Financial Annuity IRA an 403b plan both be transferred, and put in to and IRA row over for now. Prudential Financial Annuity stated she has no ownership in it and it's owned by Nor-Lea Hospital. In about 200 I had made some changes that they said I could not do but they never changed them. All of this is on a recording They will not let her have her money and there is more .I was told She could move fund from falling accounts in or a round 2000 when the market fell so bad. Latter they said this was done was illegal as she did not own her money. We asked them to make the changes back and they did not make that change. How can I find help on this matter, as she needs the funds to live on as she is disabled? How can this be done to the workers in this state and country? I want to know how you can pass laws that let this happen I am going to go as far as I need to make sure that this will not happen to any one older worker. This is misleading fraud to make money for and insurance company and it's agents. How can a person pay their money in to and IRA and it not be there money??????? I'm sure that their are more employees that are not aware of this problem. If you cannot be of help do you know of any one that can be? I'm 67 and was disabled in 1997 and we now live on my income. I was told by her work that a cost of 550.00+ to get her money and the check would be made out to her old work place. Is this the way an IRA works???????? Your Earl Johnson 506 N16Th St Lovington Nm 88260-3119 1-505-396-0053 bulksales@leaco.net

prudential insurance fraud
Comment On: Prudential Life Insurance: Recapping Prudential's Insurance Churning Fraud of the 1990's
Posted by kathy e watson on 9/3/2007 | Filed Under: Prudential Life Insurance Deceptive Sales

i had three policies with prudential i for me and one on each of my two children. my policy was paid off and was paying me.the insurance man came to the house and told me about three really great policies that would take care of all of us later in life,i asked him four times if it would ever cost me anything and he said no.after a couple of months i got a bill for almost four hundred dollars,prudential wouldn't stand behind me.they as much as told me that they didn't care that a fraud had been committed.

   
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