When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Customer alleges he was misinformed regarding the available surrender value in his Variable Universal Life insurance policy originally purchased in September 2015, and that a request to change the policy beneficiaries was not fulfilled. He further alleges that his decision to transfer the policy to the RR, who is also his former spouse, was made in a vulnerable state.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.