Quote:
Originally Posted by frugalgirl
I am not familiar with the laws but I doubt he actually did anything wrong. I will check into it more though. Bottom line: I would stay away from anyone who is a LEAP advocate.
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He may not have actually violated the law, but telling a potential client to refinance their house and stop funding their retirement to buy an insurance policy is clearly inappropriate. If it were me, I'd probably file a complaint with the insurance board. Even within the industry, they don't want bozos like that out there. That's what gives the whole field a bad reputation.