Seniors Get a Hard Sell on Fee-Laden Annuities - Los Angeles Times
- Detailed April 2006 report on commission-driven agents targeting elderly's assets, and playing on their fears to push a product that may not meet their needs.
- http://www.latimes.com/business/la-fi-retire24apr24,0,4561077.story

Suit Targets Senior Seminars for Questionable Sales Tactics
- Describes a class-action lawsuit against insurance companies and living-trust companies that market annuities to elderly people.
- http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2004/11/20/BUGFV9UINH1.DTL

Annuitytruth.org
- 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.
- http://www.annuitytruth.org/

Variable Annuity Fraud
- Attorneys James Hoyer, Newcomer and Smiljanich discuss how variable annuity scams target seniors and include a bibliography of expert opinions.
- http://www.jameshoyer.com/problem_annuities.html#

Top 10 California Investment Schemes and Scandals for 2004
- The California Department of Corporations highlights seniors as vulnerable targets of investment fraud including the sale of variable annuities.
- http://www.corp.ca.gov/pub/tips10att.htm

Examination Findings Regarding Broker-Dealer Sales of Variable Insurance Products
- 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.
- http://www.sec.gov/news/studies/secnasdvip.pdf