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Leon E. Ebbert, PC, CPA

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Reviews Leon E. Ebbert, PC, CPA

Leon E. Ebbert, PC, CPA Reviews (137)

I asked for a quote for term life insurance from Ed ***, a Banker's Life agent in Maryland on June 20th, When Mr*** and I met to discuss the possibility of buying term life insurance he told me that it would not be an issue if I changed my mind about the policy so long as I did that prior to having the medical tests performed At no time during the meeting did he tell me that if I changed my mind he would need to have a letter sent to me stating that Banker's Life would be "declining coverage." On Friday, June 23rd, I call Ed *** to tell him I had decided to not go forward with purchasing a policy Mr *** told me he would return my deposit, which he has At the same time Mr*** told me that since I had changed my mind about buying the insurance I would receive a letter from Banker's Life telling me that I had been declined coverage ON July 1st, I received the letter from Banker's Life telling "THANK YOU FOR YOUR RECENT APPLICATION FOR INSURANCE

It is illegal for a company to come to one's door for the purpose of selling *** insurance The company has sent agents to my door on three separate occasions to try to sell me a *** plan They are obviously working a *** lead list because I am turning in March I have filed a complaint with the Office of the Washington State Insurance Commissioner's office and will follow up with a complaint directly to *** Since the business card of the last agent shows a Revdex.com logo I thought I should file a complaint with you as well

My mother had *** insurance through Bankers Life & CasualtyShe received many services at her Assisted Care (including med distribution, assistance toileting, assistance dressing, assistance bathing, assistance transfering) ,but BLC would not pay because it was not a "nursing home." My mother then moved into a hospice facility with hour nursing care for the last months of her lifeBut again, because it was not licensed as a traditional nursing home, they kept denying coverageThey would also keep asking for information we had already sentThey do not assign an agent to your caseSo when calling, you always get someone new which requires you to explain your story over and over againThey never call backInstead you get another letter stating materials are missing - when they're not! The hospice facility director finally submitted mom's care broken into personal care hoursThey finally paid, but only for monthsAnd it took hours and hours of my time, the hospice director's time, and the facility director's timeBoth directors could not believe how terrible Bankers Life & Casualty is

Bankers Life contacted me by email and stated they had reviewed my profile and “my skills were something they thought they could use”I contacted them and the rep made an appt for me for an interview on Dec28th@4pmThe rep requested that I come a few minutes earlierI arrived as agreed and two other applicants were thereAll three of us waited at least minutes and company rep never showedThis displays poor business practices and poor representation of what business performance guidelines should stateThe other two applicants reported to me that they had driven one hour away, I only drove 15-20minutes away yet inconvenience was a result for all of usInterview was to be at the *** *** Bldg just above *** mall and but no interviewDoor was lockedFedEx had left a notice on door , as wellCompany employees next door came out and reported “ not seeing anyone regularlyI heard someone coughing behind the doorI ,and another applicant , knocked and no one answered

Great Company Delivered everything they promisedMy grandmother benefited a great deal from the policy, we are so happy she was covered and prepared with insurance

My father died in He had *** *** insuranceWhen an agent came to see her in April of 2002, she was encouraged to roll life insurance into annuities ( *** *** *** *** ***.) she did just that my mom started to have changes in her judgementShe contact *** *** to cash in her annuities, and gift her sons It was a different agent in the spring of I imagine the agent who came to the house to "help" her with cashing in the polices, encouraged her to take life insurance for herself Mom's birthday *** Dad's name was Thomas F* (Jr.), Mom's name is Mary A*** My mom was receiving a lot of political mailOften about the notch generation, and about a death tax So she decided to gift her kids prior to her death I am her POA I was not present for the meeting However, I was present when he returned to have her sign the policy I never called the agent to take out insurance on my mom I told him she didn't need the polic

My mother had a long term health care policy from Bankers and ever since she passed away on May I have been trying to get Banker to pay the last months of my mother policy I have had representatives from Bankers Life tell me the check is in the mail and no such check had been issues They continue to lose things I fax to them and are unable to receive any email attachments so they can continue to claim they never received the fax's The policy at Bankers clearly is to withhold any last payments to surviving heir's when a policy holder passes away I am unable to pay the last months of my mothers assisted living dues until Bankers pays out what is owed

In 2016, I made a request to cancel my insurance policy with Banker's LifeI told my agent at that time to issue the cancellationHe visited me at my home, I signed paperwork and assumed it was taken care of A year and a half later I received a call from a happy Bankers agent saying that he's my new repI told him my policy was cancelled, he said my policy appeared as active, and would look into itI never got a call back
From there I didn't hear from Bankers for a while and then suddenly I got a letter regarding my "policy"I have requested stop payments from my bank, called into customer service ###-###-#### several times to request cancellation (sometimes they confirm the policy is not active, other times they say I have a policy but it has no value, and I should not be billed--never a clear answer)To my knowledge I was able to prevent all unauthorized charges, but charges have appeared as different names (exBLL, Bankers, or Colonial) so it is harder to monitor my ac

It is illegal for a company to come to one's door for the purpose of selling *** insurance The company has sent agents to my door on three separate occasions to try to sell me a *** plan They are obviously working a *** lead list because I am turning in March I have filed a complaint with the Office of the Washington State Insurance Commissioner's office and will follow up with a complaint directly to *** Since the business card of the last agent shows a Revdex.com logo I thought I should file a complaint with you as well

Bankers Life contacted me by email and stated they had reviewed my profile and “my skills were something they thought they could use”I contacted them and the rep made an appt for me for an interview on Dec28th@4pmThe rep requested that I come a few minutes earlierI arrived as agreed and two other applicants were thereAll three of us waited at least minutes and company rep never showedThis displays poor business practices and poor representation of what business performance guidelines should stateThe other two applicants reported to me that they had driven one hour away, I only drove 15-20minutes away yet inconvenience was a result for all of usInterview was to be at the *** *** Bldg just above *** mall and but no interviewDoor was lockedFedEx had left a notice on door , as wellCompany employees next door came out and reported “ not seeing anyone regularlyI heard someone coughing behind the doorI ,and another applicant , knocked and no one answered

I Barbara *** was looking into a life insurance policy to help my children in the future I had an insurance agent Kenneth H*** from Bankers life on 5//for !0,I thought everything was fine then on 05/03/they stopped taken money out for my daughter Holly *** insurance policy out of my bank account instead of hers with out athorization from me or her and they havent taken any money from her for hers and yet her policy is still open I lost my policy and a diffrent gentlemen came to me Jason t woods and told me about my policy and when I asked about what happened he said kenneth screwed he got fired then tells me he didnt work for then so then he proceeded to open a different policy and added both death policys accidental and natural for 8,on both I then asked again asked what the issue was with my policy he said the other guy had my address wrong and my acccount messed up so if that was the case then I asked why my daughters was comen out but not mine now

I would give them a zero if I could! The reps I presume are contracted out I presume overseas DO not read claims carefully, do not listen clearly I have had so many messed up payments that never get corrected If you need anything corrected you always need to go to a supervisor who is rarely available Even if you get a supervisor who assures you things are corrected they never get corrected Do not deal with this company--esp if you want to be put on hold 40+ minutes at a time There is no way to file a complaint to them either

On June 16th I cancelled my policy with this companyThen I found out that on July7th this company took $out of my checking accountThis put my account into a negative balanceI call the agent Matt ***I ask him what was going on? He stated he would come by and let me knowI found put this pass week that a check was sent to me but I never received itI ask that they sent the next check Fed Ex overnightYesterday I told they that if I did not get my check by 10:today ,I was going to file a complaint wit youNeedless to say I still don't have my moneyI am BROKEI can't get
Any food or medicine that I need

We purchased my husbands retirement supplement insurance in June from Larry *** at Bankers Life Casualty InsuranceHe signed him up for the supplement we chose, accepted our check and said it was effective 8/1/as he turned on 8/20/August we get a letter from the Supplement company Colonial Penn stating they terminated the policy due to lack of payment We immediately called the agent Larry *** to find out what is going on, he lost the check in june, oops, so he cam back and got another check was suppose to"take care of it" and his coverage would stay 8/1/as I had already dropped him from my insurance at work since we purchased insurance on him, I couldn't afford both My husband had gotten sick and went to the doctor 9/6/and we recvd a bill for $291.00- the insurance is stating they did not go back into effect til 9/7/ I have tried numerous times to get a response and help on this from the company to no avail I am tired of Larry's excuses, and th

I was hired by Bankers lifeI was asked to pay a fee for testing materials that was verbally told would be reimbursed upon passing the testI never received this plus spent money on public transportation lunches and the use of my personal car at the time was a leased vehicleAfter being hired although It was hidden from me that I would an independent contractor who would own a business through themI began working in their offices working whats called agent day hours Mondays and ThursdaysI worked in the office for several weeksI am unsure of exactly how longThe office was pleasant and friendly and offered excellent trainingI received business cards right away and was told I owned the business but there were several significant problemsI used my personal computer and my personal cell phone for high amount of phones callsI was being trained off a book of leads from a do not call list with people that had made a single phone call 5-years into the pastI wad directly

During open enrollment in my husband and I changed our Medicare supplement coverage from *** ***/ Bankers Life to *** I notified *** *** of the change We had set up auto pay for premium payments to *** *** Our premium payments were continued to be withdrawn in 2018, even though I had notified them that we changed to *** I repeated the change in February and they then canceled my coverage but not my husbands I have been in contact with *** ***, specifically, Lynn *** and her manager, Renee at the Ann Arbor Michigan office I have also contacted the Livonia office, but they then just sent it back to Ann Arbor I have repeatedly sent them proof of coverage and I have been told that the check is in the mail, also told three different times that Lynn would hand deliver the check, which never happened Once because her knee went out, once family funeral, once just didn't show up along with it must have been lost and I would need to wait for

My father passed away and I am the trustee and they claim to tell us to send original death certThe other people on the act have gottentheir money and we have not and now they stopped pay and chd us the stop payment feeThey have been so rude and very bad to work with..it will be months since dad has passed and the other have had their money for a month!

My year old father John W*** has dementiaMy mother who has since passed away took out a policy in with Bankers LifeIn my father needed help with the policy and due to his health getting worse in the need of the policy increased to hrs a day of nursing care and medication administrationI previously filed a complaint due to a controversy of the correct forms that were neededEvery month the head nurse Carolyn *** at the *** Facility that administers his care send to Bankers the required daily information of the daily nursing care and medication administration he receives dailyOnce Bankers Life receives this information which was was received for December on January 11th they should issue a check should be issued within weeks as of January after several phone calls I as his daughter and power of attorney have not received a check and have paid his total care of $out of my pocketThe second issue is his policy premium which my parents ha

Have been a customer of Bankers since Their agent who came to our house moved to Hawaii after two yearsNever informed usNever left us with a new agent to handle our claimsHvae tried calling him times leaving messages in both Virginia and Hawaii officesHe refuses to return callsReally poor service and disgusting way to treat peopleStars

I got a call from them saying they saw my resume online and wanted to know if I was interested in working as an insurance agentI am a graphic designerI told the person who answered and she told me I should keep my options openVery disingenuous recruiting practices

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