Category: Variable Universal Insurance

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Universal and Variable Life Insurance: Know the Risks

Financial advisors often promote universal life insurance and variable universal life insurance policies because of their potential for cash value growth based on market performance. Coupled with the insured’s ability to borrow against the cash value of the policy and the tax-deferment benefits of making additional deposits, these life insurance policies often appear to be […]

Financial Advisor Philip Moshier (Lincoln Financial Advisors Corp.) Customer Complaints

The Wolper Law Firm, P.A. is currently investigating claims against Philip Moshier, a Financial Advisor at Lincoln Financial Advisors Corp. in Solon Ohio.  Philip Moshier has been in the securities industry since the 1970s and previously worked for Cigna Financial Advisors. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), Philip […]