Extremely Poor Service and No Accountability

We have been waiting for over two months for the Section 14 transfer out documents for our client, and despite numerous follow-ups, the insurance company has still not provided the required documents. Each time we make contact, we are assured that the documents will be sent “shortly,” yet nothing ever happens.

This is not an isolated incident — we have been struggling with this company for years due to their poor service delivery, lack of communication, and constant delays. It is extremely frustrating having to follow up repeatedly on matters that should be handled promptly and professionally, especially when clients are relying on us for timely processing.

The level of inefficiency is unacceptable for a financial institution that deals with clients’ investments and retirement funds. If I could rate this company zero stars, I absolutely would.

I truly hope management takes this feedback seriously, as the current standard of service is far below industry expectations.