Our Associates
A few weeks ago when Lauren was here at the Dover Mart branch a Customer came in to do a signature guarantee. The paperwork she had wasn’t quite right so Lauren had to do some calling to get everything straightened out. Apparently the Customer was the beneficiary of her mother’s IRA account that was held at a financial services company.
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was abl e to hel p her save so much
She had been trying to get the funds for years and finally had given up. She was then contacted by one of those companies that are hired out to find people. They told her that they would help her get these funds and would charge her 30% of the IRA balance as a fee. She was fine paying the fee because she did not think the balance was all that much and she just wanted to get it over with. Lauren was appalled and explained to the Customer that she did NOT have to pay this company to get her money for her. She could go directly through the company that held the funds. After more calling around Lauren got this woman out of the contract she had signed to pay 30% of her balance. She had the financial company e-mail her all the appropriate documents that she needed to close out the account and the Customer left with everything filled out and ready to mail off. She left happy that she finally had the right paperwork and that we cared enough to take so much time with her. Today she was on our Large Balance Report and her ACH came through. Lauren saved this woman the 30% fee. Way to create a Customer Advocate! She was very surprised to hear how much money she was receiving and very thankful that Lauren was able to help her save so much! –Laurie
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