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WealthVest Marketing Inc.

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WealthVest Marketing Inc. Reviews (1)

Review: Company was contacted to transfer contract was told that a higher up had to sign off and someone would need to contact me back, after 2 weeks no one contacted, when I called the girl [redacted] in contracting gave me the run around and said they decided not to grant it, which is an industry standard to transfer. I had to call multiple times throughout the 2 week period to find out what was going on, each time getting the same run around until finally 2 weeks after the original contact they said no when I originally called she said it would be no problem and a higher up just needed to sign off.

Product_Or_Service: Contracting with Phoenix LifeDesired Settlement: DesiredSettlementID: Other (requires explanation)

Sign off on the transfer

Business

Response:

Hi [redacted]!

Per our phone conversation, I sent a response to the website back in May when we got the letter. Here is the response that was sent at that time:

On 04/09/2014 [redacted] contacted WealthVest asking for a release of his Phoenix Life annuity appointment. A release is needed when a producer does not meet the qualifications to move to another Financial Marketing Organization (FMO) without written consent. It is the discretion of the FMO to decide whether or not to sign off. If the FMO decides not to sign off then the producer must wait 6 months before they can transfer without written consent. [redacted], a licensing and contracting employee, fielded the call and let him know that our process is to send release requests to our management team and they would make the decision.

On 04/21/2014 [redacted] called [redacted] back asking for an update on his request. [redacted] had not received a decision from the management team, but sent another email marked ‘urgent’ and assured [redacted] she would work to get a response.

On 04/22/2014 [redacted] called [redacted] again asking for an update. [redacted] informed him that she had heard back from management that morning and they were not going to grant the release request. [redacted] was upset and told [redacted] he would be writing a negative review on our website, Yelp, and the Revdex.com. [redacted] sent the recorded call to management for review.

On 04/25/2014 [redacted], from WealthVest’s management team, called [redacted] to talk about the reason he was requesting the release. After the conversation [redacted] agreed to grant the release request if [redacted] agreed to take down the negative reviews. [redacted] agreed. His release was signed and sent that day, and the reviews were taken down the next day.

Thank you so much for your help!

Contracting & Licensing Department

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Description: Financial Services

Address: 2485 Manley Rd Ste A, Bozeman, Montana, United States, 59715

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