As a national securities litigation law firm and investor protection advocate, the firm often speaks to investors who have experienced trouble with their investments in variable annuities and how they were sold. While variable annuities are a perfectly acceptable investment for the right investor, they are not for everyone and some sales practices associated with [...]
The White Law Group is investigating investment recommendations made by Signator Investors financial advisor Harris Adams. Specifically, we are investigating whether Mr. Adams inappropriately recommended that a retired investor sell one annuity and purchase a replacement annuity (often referred to as annuity switching), while also failing to disclose the tax implications of such a recommendation. [...]