Susie Ricke used deceptive practices in getting my 80 year old grandmother to sign withdrawal documents on an investment that I had with her company. My grandmother started this policy for me when I was very young. I requested to withdrawal the money to help out a family member. Susie informed me that there were 2 ways to go about it. I could A. Withdrawal the money with no penalty or B. Take the money out as a loan so the withdrawn amount still accumulated interest. I informed her since is was such a little amount, it would not make sense to pay interest on my own money. Since I could not make it to her office to sign the documents, I had my 80 year old grandmother go into sign them, as her name was also on the account. She set up the withdrawal as a loan and had my grandmother sign the documents without telling her. I now must pay the interest in order to even cancel my account with her. I have sent several e-mails trying to correct this problem. Susie said she would be happy to switch the document but I am still liable for the interest during that period or I would have to pay the interest out of the account to close it. This is totally deceptive and unacceptable.
All USA
Susie Ricke used deceptive practices in getting my 80 year old grandmother to sign withdrawal documents on an investment that I had with her company. My grandmother started this policy for me when I was very young. I requested to withdrawal the money to help out a family member. Susie informed me that there were 2 ways to go about it. I could A. Withdrawal the money with no penalty or B. Take the money out as a loan so the withdrawn amount still accumulated interest. I informed her since is was such a little amount, it would not make sense to pay interest on my own money. Since I could not make it to her office to sign the documents, I had my 80 year old grandmother go into sign them, as her name was also on the account. She set up the withdrawal as a loan and had my grandmother sign the documents without telling her. I now must pay the interest in order to even cancel my account with her. I have sent several e-mails trying to correct this problem. Susie said she would be happy to switch the document but I am still liable for the interest during that period or I would have to pay the interest out of the account to close it. This is totally deceptive and unacceptable.