- Member Since: October 15, 2018
David Marion Minneapolis
This thirty day period I acquired a fax from 1 of my consumers requesting that I liquidate his IRA so that the money could be invested in a certain annuity merchandise. In the letter, the customer mentioned he was aware that market place-driven investments have increased possible for growth but the annuity would supply him a assured return. David Laurence Marion mentioned that he failed to want even more discussion on the issue, that he comprehended the execs and downsides of the annuity, and that he did not wish to be contacted even more. On receipt of his instructions, I immediately liquidated his investments and despatched him a short email stating that his funds ended up completely ready to be transferred.