Annuity Loss Lawyer

Published on: April 15, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Massachusetts Retiree Files Seven-Figure CB Life Annuity Lawsuit Accuses Citizens Securities

Claimant Says Broker Misrepresented Colorado Bankers Life Insurance As A Safe Investment

Shepherd Smith Edwards and Kantas Annuity Loss Lawyer Teams (investorlawyers.com) are representing a Medford, MA investor who is seeking up to $1,000,000 in damages from broker-dealer Citizens Securities over the losses she sustained in a Colorado Bankers Life Insurance annuity. In her FINRA lawsuit, this retiree is alleging unsuitability, negligence, misrepresentations and omissions, breach of fiduciary duty, gross negligence, due diligence failures, breach of contract, failure to supervise, and unjust enrichment.

Annuity Loss Lawyer

Published on: October 23, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Another Japanese Investor Hires an Annuity Loss Lawyer and Sues Bankoh Over Northstar Financial Services (Bermuda) Losses

Bankoh Investment Services Broker Yoko Farias Sold Risky Offshore Annuity To Foreign National

Shepherd Smith Edwards and Kantas (investorlawyers.com) represent investors from Asia and Latin America against the many brokerage firms that allegedly unsuitably marketed and sold Northstar Financial Services (Bermuda) annuities. One of the broker-dealers we have filed a number of these annuity loss lawsuits against is Bankoh Investment Services.

Annuity Loss Lawyer

Published on: August 1, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Should I Sue My Brokerage Firm Over My Colorado Bankers Life Insurance Losses?

Judge Orders Partial Payment to CB Life Annuity Investors

With tens of thousands of Colorado Bankers Life Insurance and Bankers Life Insurance investors owed hundreds of millions of dollars for the annuity policies they purchased, a superior court judge has ordered Colorado Bankers Life Insurance to pay them 25% of their policies—that is on 65,000 annuity contracts. Similar payments may also be decided for Bankers Life Insurance policyholders. While this order by the judge is in investors’ favor, as Shepherd Smith Edwards and Kantas Senior Partner and annuity loss lawyer Kirk Smith explained in a recent Wall Street Journal article: investors should consider their legal options beyond the current bankruptcy, regulatory, and criminal proceedings if they want to maximize their chances for a full financial recovery.