EFTA00491242.pdf
Extracted Text (OCR)
From: Ike Groff <I
To:'
Subject: FW: TOURMALINE PARTNERS LLC 1015410
Date: Mon, 25 Feb 2019 18:56:03 +0000
Attachments:
Inline-Images: image001.png; image002.png
Here are our new dental cards
[,Description:
Descriotion:
From: DiSpigna, Frank [rnaitto:
Sent: Monday, February 25, 2019 1:54 PM
To: Ike Groff
Subject: Fwd: TOURMALINE PARTNERS LLC 1015410
See attached
Francis DiSpigna
Associate Managing Director
Principal Securities Registered Representative
Financial Advisor
E-mail:
Website:
From our beginning in 1879, Principal has grown to become a FORTUNE 500 member and a leading provider of
Financial, Insurance and Group Benefits for businesses and individuals around the world.
EFTA00491242
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance
Company (except in New York), Principal Life Insurance Company, and the companies available through the
Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. (800)
247-1737, member SIPC . Principal National, Principal Life, the Preferred Product Network and Principal
Securities are members of the Principal Financial Group, Des Moines, IA 50392
From: Agudo, Jay
Sent: Monday, February 25, 2019 1:49 PM
To:
Cc: DiSpigna, Frank
Subject: TOURMALINE PARTNERS LLC 1015410
Hi Ike,
Please see attached temp dental ID cards. Let me know if you have any further questions.
Thanks
#BePlatinum2020
Jay Agudo j Account Coordinator
Group Benefits Distribution
Principal
Connect with Us on Twitter I Facebook
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it
EFTA00491243
Be a resource your clients look to for clarity. Share this article to open the conversation about
the tax implications of employee benefits.
Classification: Customer Confidential
Sent: Monday, February 25, 2019 12:59 PM
To: Agudo, Jay
Subject: Fwd: [External] dental insurance cards
Hello Jay....can you assist on how to get new dental cards for a client of Principal's Tourmaline Partners ?
Francis DiSpigna
Associate Managing Director
Principal Securities Registered Representative
Financial Advisor
E-mail:
Website:
From our beginning in 1879, Principal has grown to become a FORTUNE 500 member and a leading provider of
Financial, Insurance and Group Benefits for businesses and individuals around the world.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance
Company (except in New York), Principal Life Insurance Company, and the companies available through the
Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. (800)
247-1737, member SIPC . Principal National, Principal Life, the Preferred Product Network and Principal
Securities are members of the Principal Financial Group, Des Moines, IA 50392
From: Ike Groff
Sent: Monday, February 25, 2019 12:44 PM
EFTA00491244
To: DiSpigna, Frank
Subject: [External] dental insurance cards
Hi Frank,
I but up my dental insurance card. When I card for United Healthcare dental but now I understand this is only
for children.
Can you help me get new cards since my wife and I cut up the old ones.
Ike
F
ADescription:
Description:
This email and any files transmitted are confidential and intended for institutional investors and is not subject to all of the independence and disclosure standards
applicable to research reports prepared for retail investors. This electronic communication has been prepared by Tourmaline Partners, LLC for distribution to Tourmaline
Partners, LLC ("TOUR") clientele. This communication is not intended for public dissemination and the recipient is prohibited from sharing this information. This
communication has been prepared for institutional accounts, as defined within FINRA Rule 0512(c) , who (1) are capable of evaluating investment risks independently,
both in general and with regard to all transactions and investment strategies involving a security or securities; and (2) will exercise independent judgment in evaluating
the recommendations of any broker-dealer or its associated persons. Any desk commentary may be inconsistent, and reach different conclusions, with other TOUR
trading desk material or independent third party research reports. TOUR is under no obligation to bring them to the attention of recipients of this information. This
communication is provided for information purposes only and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or
financial instrument. TOUR is a registered broker-dealer and a member of FINRA and SIPC. For additional disclosures, please visit
disclosure
—Message Disclaimer—
This e-mail message is intended only for the use of the individual or entity to which it is addressed, and may contain information that is
privileged, confidential and exempt from disclosure under applicable law. If you are not the intended recipient, any dissemination,
distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us
immediately by reply email to
and delete or destroy all copies of the original message and attachments thereto.
Email sent to or from the Principal Financial Group or any of its member companies may be retained as required by law or regulation.
Nothing in this message is intended to constitute an Electronic signature for purposes of the Uniform Electronic Transactions Act (UETA)
or the Electronic Signatures in Global and National Commerce Act ("E-Sign") unless a specific statement to the contrary is included in
this message.
If you no Ion er wish to receive any further solicitation from the Principal Financial Group you may unsubscribe at
any time.
If you are a Canadian resident and no longer wish to receive commercial electronic messages you may unsubscribe at
any time.
EFTA00491245
This email and any files transmitted are confidential and intended for institutional investors and is not subject to all of the independence and disclosure standards
applicable to research reports prepared for retail investors. This electronic communication has been prepared by Tourmaline Partners, LLC for distribution to
Tourmaline Partners, LLC ("TOUR") clientele. This communication is not intended for public dissemination and the recipient is prohibited from sharing this
information. This communication has been prepared for institutional accounts, as defined within FINRA Rule 4512(c), who (1) are capable of evaluating investment
risks independently, both in general and with regard to all transactions and investment strategies involving a security or securities; and (2) will exercise independent
judgment in evaluating the recommendations of any broker-dealer or its associated persons. Any desk commentary may be inconsistent, and reach different
conclusions, with other TOUR trading desk material or independent third party research reports. TOUR is under no obligation to bring them to the attention of
recipients of this information. This communication is provided for information purposes only and is not intended as a recommendation, offer or solicitation for the
purchase or sale of any security or financial instrument. TOUR is a registered broker-dealer and a member of FINRA and SIPC. For additional disclosures, please visit
EFTA00491246
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Document Details
| Filename | EFTA00491242.pdf |
| File Size | 207.8 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 7,425 characters |
| Indexed | 2026-02-11T22:15:22.463626 |
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