List of circumstances when the sale of a deferred annuity to an older adult is very questionable. Includes a free special report on this topic.

This joint 2004 SEC-NASD report reviews weak sale practices associated with deferred variable annuities and gives recommendations including taking the customer's age into consideration.

The National Association of Insurance Commissioners supports a model regulation designed to help protect senior consumers when they purchase or exchange annuity products.

Describes a class-action lawsuit against insurance companies and living-trust companies that market annuities to elderly people.

The California Department of Corporations highlights seniors as vulnerable targets of investment fraud including the sale of variable annuities.

Attorneys James Hoyer, Newcomer and Smiljanich discuss how variable annuity scams target seniors and include a bibliography of expert opinions.