No. of Recommendations: 0
Look up the guy on FINRA's database and I'll bet he has a history of complaints. To answer your question, that is absolutely messed-up "advice" from someone who either lacks the expertise for holistic financial planning, or more likely, is simply looking to goose her savings for a fat pay-day. Preying on the elderly like that is detestable, but all too common from my experience.
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