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Selling Variable Annuities to Elders  


Author:  Loree  Cook-Daniels.


Source: Volume 09, Number 02, July/August 2006 , pp.23-24(2)




Victimization of the Elderly and Disabled

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Abstract: 

In New Jersey, the surviving children of a millionaire have sued his Merrill Lynch broker, charging her with elder exploitation for selling the man and his wife more than $30 million worth of variable annuities in the years before he was declared incompetent. This article discusses this and similar cases.

Keywords: variable annuities to elders; getting help for elder investors

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