As an attorney who represents investors, I often speak with clients after their “safe” investment, the one their trusted financial…
Variable Annuity Switching Recovery for Widowed Investor
A significant recovery via confidential mediation was reached for our client who where we had alleged that the broker engaged…
Variable Annuity Switching Recovery for Estate
A recovery via confidential mediation was reached for the family of an estate where we had alleged that the broker…
Variable Annuity Investment Recovery for Wealthy Investor
A significant recovery via confidential mediation was reached for our client where we had alleged that the broker made improper…
Was this right for me? Understanding Indexed Universal Life Insurance (IUL) Policies
What Are IULs? Indexed Universal Life (IUL) insurance is a type of permanent life insurance with a cash value that…
Was this right for me? Understanding Variable Universal Life Insurance (VUL) Policies
What Are VULs? Variable Universal Life (VUL) insurance policies are securities that combine life insurance, a savings account, and an…
Claims related to the sale of Indexed Universal Life Insurance Policies
The Securities Lawyers at Halling & Cayo, S.C. are investigating potential claims related to the sale of Indexed Universal Life…