Casey Dale Moag (CRD#6955135) and BANKERS LIFE SECURITIES, INC.

The Securities Lawyers at Halling & Cayo, S.C. are looking into potential claims against Casey Dale Moag (CRD#6955135) regarding allegations made regarding the following:

Claim(s) Made Against Casey Dale Moag:

Claim Date: 2/25/2020

“In a written complaint dated February 12, 2020 and received on February 25, 2020 addressed to Bankers Life and Casualty Company (BLC), an insurance company affiliate of the Firm, [REDACTED] alleged that three Guaranteed Lifetime Income Annuities (GLIA) and a Life Insurance Policy purchased from BLC in October of 2019 were unsuitable. The complaint alleged [REDACTED] was misled by the explanations of the annuities and was not aware of the surrender charges involved. [REDACTED] also stated the Life Insurance Policy was not needed as she already had a perfectly good policy in place. [REDACTED] requested to allow her to cancel her annuities without penalty. BLC determined that the annuities were suitable as they provided principal protection for her retirement assets and eliminated considerable fees associated with her variable annuities. In addition, BLC determined the life insurance policy gave her greater coverage for less money. While the GLIAs sold to [REDACTED] were not securities and were issued by BLC, the Firm is reporting this complaint because the source of funding for the BLC annuities came from the sale of securities recommended by a registered representative of this Firm.”

This claim, as of this posting, is currently Denied with a claim amount of $10,292.00 .

See more information on FINRA’s BrokerCheck site for Casey Dale Moag.

Have an issue with Casey Dale Moag?

If you are a former client of Casey Dale Moag and BANKERS LIFE SECURITIES, INC. from GRAND RAPIDS, MI, and have encountered any issues or problems, the Securities Lawyers at Halling & Cayo, S.C. want to speak with you about the possibility of pursuing a claim. Brokerage firms have a duty to oversee all of their registered representatives, including Casey Dale Moag, and ensure that they follow all securities regulations, rules, and internal policies. If a brokerage firm fails in this duty, it may be held accountable for investment losses sustained by customers due to a lack of supervision.

The Securities Lawyers have recovered millions of dollars for investors across the United States and are currently investigating the possibility of representing individual or group investors who have suffered losses. If you were a customer of Casey Dale Moag and BANKERS LIFE SECURITIES, INC. and suffered investment losses, please contact the Securities Lawyers. We will only receive payment if we are able to recover your money, and you may be eligible for financial compensation. It’s important to note that there may be time limits or statutes of limitations that apply to your claim, so it’s crucial to speak with an attorney as soon as possible.


Contact The Securities Lawyers

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Sean M. Sweeney is a shareholder at Halling and Cayo, a full service law firm in Milwaukee, WI and the head of its Securities Litigation team.

He represents individual and institutional investors in FINRA arbitration and court nationwide. He recovers investment losses from fraud or breach of duty from their broker-dealer.

Contact him at (414) 755-5020 or via e-mail at SMS@hallingcayo.com to see if he can help recover your funds.