Ohio-based Investors Union, LLC and its managing member, Peter J. Bonnell III of Medina, Ohio, have been ordered to immediately stop sending misleading postcards to Florida seniors bearing the word “NOTICE” and advising consumers that they “may have an annuity that has reached the end of its surrender period.”
When recipients call a toll-free number listed on the postcard, they are not given any information regarding their own investment accounts, but are instead asked for personal financial information and advised they should set an appointment to review their existing annuities and other investments.
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