Wednesday, March 03, 2010

 

New Jersey man steals $942,000 from life insurance policy trustees

A New Jersey man was barred by FINRA for his role in a scheme netting he and another person $942,000, records show.

David Steven Forman, a registered representative from Voorhees, N.J., participated in the sale of a $5 million life insurance policy to a trust and took control of the policy, FINRA investigators said...

IFA Web News: New Jersey man steals $942,000 from life insurance policy trustees

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