Montgomery Ward Company

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. . 
[National Life has provided a response to my complaint. However, they have not adequately addressed my concerns and I responded asking for further consideration. I also tried to reach out by phone, however the phone number provided goes directly to voicemail. Furthermore, National Life has not notified me the complaint has been closed, only to contact if I have further questions. ]
Regards,
[redacted]

2/17/18 Dear Revdex.com: Thank you for forwarding this customer's concerns to our attention.We will write directly to the customer with our findings after we have reviewed their policy file. Sincerely,[redacted] A. [redacted]

Thank you for forwarding Mrs. [redacted]'s complaint to us.We have reached out and spoken to her today, and we will be responding to her in writing once our review of her concerns has been completed.Sincerely,[redacted] Convery###-###-####

Revdex.com:
I have reviewed the response...

submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted].  
 I guess my reject response is due to not receiving an update back yet from National Life after they said they would reach to me directly. 
Regards,
[redacted]

This review does not include all of the facts of this case. But due to privacy regulations, the Company is unable to provide additional detail.  The Company has provided its written response to the applicable parties. Since 1848, National Life has worked hard to deliver on our promises...

with our vision of providing peace of mind in times of need.

Better Business...

Bureau:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. Please add your rejection comments below. 
As of today 7/25, I have talked to them once, and only because I called them since I had not heard from them. They told me they are researching it. They have NOT had any other contact with me.
Regards,
[redacted]

Dear Sirs,Please accept this communication as our response to your February 1, 2016 correspondence regarding Ms. [redacted]’s request to cancel her annuity policy. After a complete review of her annuity policy file, we acknowledge our errors and would like to provide two options to resolve this matter.We...

strive to offer the best possible service to all our policy owners; however, we have failed to meet our own standards on your annuity policy. We agree we have made errors on two of the three withdrawals we have processed from your annuity policy.To show our sincere apologies, in the hopes to keep Ms. [redacted] as a valued policy owner, we would like to give her $1,000.00 to cover her taxes. This amount would be deposited directly into her bank account using the information she has previously provided. This goodwill gesture will not be taken from her annuity policy and will not be reported as income to her.If the above offer is not acceptable, we will allow Ms. [redacted] to surrender her annuity policy with no withdrawal charges. The premiums can be deposited directly to her bank account or we will transfer the premiums to another financial institution with required documents. We would like to remind her, if the premiums are remitted to her, we will report the transaction as income on a  2016 Form 1099R in January 2017. If Ms. [redacted] would like to have premiums transferred, we will require transfer documents with a letter of acceptance from the financial institution. According to IRS regulations, trustee-to-trustee transfers are not a reportable event.We hope we have adequately addressed all your concerns. If you have any further questions, please feel free to contact me at [redacted], extension [redacted].Sincerely,[redacted]Market Conduct & Compliance