Last Modified: Monday, November 3, 2008 at 1:38 a.m.

SARASOTA Insurance agents Leesa and Belton Heiman used financial seminars at restaurants like Michael's On East to attract mostly senior clients, then set up an investment meeting back at their office.

Like 11 other clients, Jean Alers says she started trusting the Heimans and went along when they moved her money into an invest...