Resources

Should You Exchange Your Life Insurance Policy?

Variable Annuities: Beyond the Hard Sell

Should You Exchange Your Variable Annuity?

Seniors Beware: What You Should Know About Life Settlements

Equity-Indexed Annuities—A Complex Choice

Reverse Mortgages: Avoiding a Reversal of Fortune

Seniors Vs. Crime Project

“Free” Insurance: Some Things I’d Tell My Mother

Deterring Stranger-Originated Life Insurance: Two New Model Life Settlement Acts

Estate Planning

ACLI Headlines in the News Media: Stranger-Originated Life Insurance

NAIC – STOLI Alert, November 2008

Reverse mortgages: niche product or mainstream solution? – AARP

Reverse Mortgage Loans: Borrowing Against Your Home – AARP

Tips to Consider before Purchasing an Annuity – Florida Department of Financial Services

Medicare Supplement Guide – Florida Department of Financial Services – To find out if a SHINE program is operating in your community, please contact the Elder Helpline toll-free at 1-800-96-ELDER (1-800-963-5337) or the Florida Department of Elder Affairs at 1-850-414-2000.

Medical Discount Cards – Florida Department of Financial Services

Pfizer MAINTAIN Program (1-866-706-2400) – Pfizer Helpful Answers offers patient assistance programs to people without prescription coverage.

Life Insurance and Annuities Guide – Florida Department of Financial Services

Pre-Need Funeral and Cemetery Arrangements – Florida Department of Financial Services

Credit, Insurance and You: How a Good Credit Score Can Save You Money – Florida Department of Financial Services

Long-term Care and Other Options for Seniors – Florida Department of Financial Services

Insuring Your Home – A Guide for Consumers- Florida Department of Financial Services

List of names of agents with disciplinary actions at www.myfloridacfo.com/agents. Click on Disciplinary Actions on the left side.

Florida Department of Agriculture and Consumer Services – Florida seniors is committed to providing our residents and visitors with information to keep themselves safe from fraud and deception. This link will provide information specific to Florida seniors.

Reverse Mortgage – Florida Department of Financial Services – Before you borrow, consider these questions to determine if a reverse mortgage is right for you.

Avoid Affinity Fraud – Florida Department of Financial Services – Never make an investment based solely on the recommendation of a member of an organization, religious, or ethnic group to which you belong.