tag:blogger.com,1999:blog-7671086606692176545.post7899907774842323671..comments2023-11-03T03:58:39.152-07:00Comments on ESTATE STREET: Estate Planning Fraud AlertHughes Estate Group Attorneyshttp://www.blogger.com/profile/11029374439050807585noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-7671086606692176545.post-6439294971966436252020-05-28T07:40:19.709-07:002020-05-28T07:40:19.709-07:00I really like your writing style, great informa...I really like your writing style, great information, thankyou for posting. <a href="https://steller-law.com/medicaid-planning/" rel="nofollow">medicaid planning</a>brittanymlemayhttps://www.blogger.com/profile/05828142970980753025noreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-65248967523276778252018-09-18T23:12:43.688-07:002018-09-18T23:12:43.688-07:00abcabcAnonymoushttps://www.blogger.com/profile/05478799083887053263noreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-91839085003392261812018-08-03T09:32:04.388-07:002018-08-03T09:32:04.388-07:00I am an insurance/annuity provider and am unaware ...I am an insurance/annuity provider and am unaware of any annuities providing 10% to 30%. Care to share what these are?<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-30719876338955657862018-04-26T19:42:05.308-07:002018-04-26T19:42:05.308-07:00Interesting read. I am a licensed insurance agent ...Interesting read. I am a licensed insurance agent that got a call from them recently looking for annuity sales agents. I sell the top paying annuities to date. Annuities only do one thing well...either they accumulate well, provide a long term care benefit or give a lifetime payout well. Surprised that they only had one company that was a top pick that had a great LTC rider.<br /><br />No idea what their commission schedule is but based on reviews...it can't be good.<br /><br />No need to pay a yearly fee to review your documents each year. A great insurance agent with financial experience can do the job for free. They just hope you tell you friends about what a great job they did for you.<br /><br />You can't get great Trust documents for about $3,500 that include about 10 documents to cover yourself really well and help preserve your assets.<br /><br />And there annuities that don't have caps and follow indexes that are doing 10% to 30% right now. Yes, That's right with no risk of your principle. No fees if you don't add a income rider. You can't get those from Edward Jones or your bank either. The broker can't make enough money on them (especially if you're 70 years old or older) so they rather have your money in the marker so they can charge you an outrageous yearly fee.<br /><br />If your over 60, stay away from Variable annuities...lots of fees and you still have market risk.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-560756703859047622018-02-14T13:36:13.346-07:002018-02-14T13:36:13.346-07:00Attended the seminar feb 2018. I am well versed in...Attended the seminar feb 2018. I am well versed in fraudsters attempts smooth operations and and high sales pitchmen. Run as fast as you can away from these folks!Smart personhttps://www.blogger.com/profile/13519370146460096188noreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-34561199807431002262017-04-21T13:35:05.857-07:002017-04-21T13:35:05.857-07:00This is very concerning. I did attend the workshop...This is very concerning. I did attend the workshop BEFORE checking them out. The pitch was for a contract with them for lifetime review of your assets that are and should be in your trust. <br /><br />The $3,795 fee for a couple would be discounted $500 for attending the workshop. It became somewhat ambiguous whether you needed to pay and sign up before leaving the workshop, but if you did and later had a change of heart, you could cancel and get a refund. What concerned me most was the "credentialed" estate planning attorney who would prepare the trust and other included documents was supposedly located in Searcy, AR. When I commented about the distance the representative said they do the interview by phone and then prepare the documents for review in your home with the CLA USA representative assigned to your contact.<br /><br />I couldn't stay for the free meal because of another commitment so I left without further discussion. When someone tells me this special price is only good for today but only if you accept before you leave, I'm suspicious. I'm even more suspicious when I'm told there's no obligation if you take the offer today and decide later not to go forward if you haven't started services yet. We were told the attorney gets $650 from the lifetime fee. The attorney was not named, so I wonder if perhaps he/she may be part of "scheme", if in fact that's what it actually is.<br /><br />Even so, I'm washing my hands of the whole thing.SheBearhttps://www.blogger.com/profile/07506683013508263773noreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-24086956858041633432016-02-17T16:33:20.416-07:002016-02-17T16:33:20.416-07:00Beware of CLA USA. Its a matter of time before reg...Beware of CLA USA. Its a matter of time before regulators shut these criminals down.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-53162025990120868252016-02-04T17:37:12.315-07:002016-02-04T17:37:12.315-07:00The majority of the comments DO NOT specify exactl...The majority of the comments DO NOT specify exactly which specific company (defendant) they are talking about. My real world experience tells me "Deep Pocket Law Suits" are common. I get very little clear info from the comments or story. Help me understand clearly, if you can.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-44407489007813977042016-01-04T09:54:31.096-07:002016-01-04T09:54:31.096-07:00I worked for CLA for several years. They are finan...I worked for CLA for several years. They are financially raping and pillaging the senior community. First, they scare the hell out of them at a seminar that the seniors were coerced and harassed with repeated phone solicitations into attending. And then, they high pressure them into buying a living trust and some "promised services" that they never deliver. When I worked there, nearly 30% of the sales cancelled due to lack of follow through and failure to provide what they promised. This company even went so far as to cheat the State of Texas out of employment taxes by classifying their employees as contractors using a flimsy contract that was not legal. Its a place where you can make a huge income if you are willing to sell your soul to the devil to do it.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-38277917242154835682015-12-18T10:34:56.166-07:002015-12-18T10:34:56.166-07:00Someone JUST called me from this company....I aske...Someone JUST called me from this company....I asked them what they got out of it. and they said basically nothing...The founder was concerned with how citizens who had wills were forced into Probate Court because the wills were too old, etc... He said there were no charges and nothing they were trying to SELL....Well, obviously, that is not true....If they have to LIE to you in order to get you to their workshop, they have ALREADY compromised their integrity.....What else would they do??? I'm NOT attending their "workshop"...and am very glad I took the time to look them up.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-56890196259993156112015-11-24T12:32:35.803-07:002015-11-24T12:32:35.803-07:00I am glad I took the time to look into this compan...I am glad I took the time to look into this company. As they called me and painted a very different pitcher. Thanks to all of you. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-86029632455069321342011-03-21T07:14:53.827-07:002011-03-21T07:14:53.827-07:00i also was employed at winning strategies marketin...i also was employed at winning strategies marketing and was threatened that if we didnt get the seniors to the meal we would lose our job....i also was unable to keep up the dishonesty and bullying means to lie to these people....they are the ones who are profiting from this and should pay for doing this to our senior citizens!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-55453374021232402172010-05-17T17:56:21.777-07:002010-05-17T17:56:21.777-07:00I just severed my employment from winning strategi...I just severed my employment from winning strategies and would be willing to testify against them. Employees are basically told to bully these people on the phones to get them to 'estate planning workshops' to get them in front of a salesperson who they are told is a licensed senior advisor. I cannot continue to lie to get seniors to spend money on services they do not need. The things the telemarketers are told to say are misleading to say the least. If Winning Strategies Marketing was really removed from this lawsuit then it is a shame. They are were this all begins for these poor people spending money on services they do not need.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-87310377453030214522009-04-15T11:32:00.000-07:002009-04-15T11:32:00.000-07:00Thanks for pointing it out.Thanks for pointing it out.Hughes Estate Group Attorneyshttps://www.blogger.com/profile/11029374439050807585noreply@blogger.comtag:blogger.com,1999:blog-7671086606692176545.post-82220084445743596722009-04-15T10:01:00.000-07:002009-04-15T10:01:00.000-07:00Your summary is misleading as the Default Judgemen...Your summary is misleading as the Default Judgement was only against The Estate Plan. The other Defendants were severed from the case.<br /><br />The Defendants listed are still denying all the allegations.Anonymousnoreply@blogger.com