Annuity Switching

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Annuity switching” happens when a broker encourages a client to trade an older annuity to buy a different one. While a legitimate investment strategy, it is sometimes a significant cost to the client and benefit to the broker.


Annuity Switches Result in $25 Million MetLife Fine

Forced Annuitization Harms Elderly Investors

SEC Charges Colorado Man with Elder Fraud

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The Securities Lawyer