EFTA00491247.pdf
Extracted Text (OCR)
From:
To: Ike Groff <I
Subject: Re: TOURMALINE PARTNERS LLC 1015410
Date: Mon, 25 Feb 2019 18:57:17 +0000
it's titled Groff temp cards...so will we receive real ones in the mail?
On Feb 25, 2019, at 1:56 PM, Ike Groff <I
I> wrote:
Here are our new dental cards
<image002.pne
From: DiSpigna, Frank [mailto:
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
MM.
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: 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.
EFTA00491247
Thanks
#BePlatinum2O2O
Jay Agudo I Account Coordinator
Group Benefits Distribution
Connect with Us on Twiner I Facehook
<image001.png>
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
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 Groups 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
To: DiSpigna, Frank
Subject: [External] dental insurance cards
Hi Frank,
EFTA00491248
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
<image002.png>
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 45124) , 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
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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
<Groff Temp ID.PDF>
EFTA00491249
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| Filename | EFTA00491247.pdf |
| File Size | 178.8 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 7,423 characters |
| Indexed | 2026-02-11T22:15:22.491808 |
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