Mullen Pension and Benefit Group

As the Agent of Record on Ms [redacted] ' account, we as a business provide a courtesy to assist the client in communicating with the annuity company In this case, the annuity company is Great American Financial Resources (GALIC)Our job is to: (1) send necessary paperwork to client, (2) receive signed and completed paperwork from client, (3) send to necessary Plan Administrators for proper signatures, who will then send to annuity company (Great American), (4) follow up with annuity company (Great American) Ms [redacted] states that we, Mullen Pensions & Benefits Group, failed to inform her of the signature discrepancy in a timely mannerGreat American did not inform MPBG of the discrepancy until we followed up as described in our courtsey aboveGreat American did notify the client through mail notification, which is the reason for the delay Ms [redacted] also states that MPBG is at fault for the lack of paperwork she received from Great American; however Great American's sent directly to Ms [redacted] the paperwork, not MPBG Lastly, Ms [redacted] states that we instructed her she was not required to send the necessary documents in, when in fact, we were passing along information from Great American that specific documents were missingMs [redacted] sent us the entirety of her paperwork, which then MPBG sent to Great American on behalf of Ms [redacted] We called Great American multiple times to make sure the necessary paperwork was received, and multiple representatives gave us various answers which made it rather difficult to help move the process along As of 6/11/14, Great American has decided to approve Ms [redacted] ' application because of our policy of advocacy In conclusion, we were only trying to help the client in getting her surrender processed correctly, while Great American was at fault in many of these different stages for her surrender application

As the Agent of Record on Ms. [redacted]' account, we as a business provide a courtesy to assist the client in communicating with the annuity company.
In this case, the annuity company is Great American Financial Resources (GALIC). Our job is to:
(1) send necessary...

paperwork to client, 
(2) receive signed and completed paperwork from client, 
(3) send to necessary Plan Administrators for proper signatures, who will then send to annuity company (Great American), 
(4) follow up with annuity company (Great American). 
Ms. [redacted] states that we, Mullen Pensions & Benefits Group, failed to inform her of the signature discrepancy in a timely manner. Great American did not inform MPBG of the discrepancy until we followed up as described in our courtsey above. Great American did notify the client through mail notification, which is the reason for the delay. 
Ms. [redacted] also states that MPBG is at fault for the lack of paperwork she received from Great American; however Great American's sent directly to Ms. [redacted] the paperwork, not MPBG.  
Lastly, Ms. [redacted] states that we instructed her she was not required to send the necessary documents in, when in fact, we were passing along information from Great American that specific documents were missing. Ms. [redacted] sent us the entirety of her paperwork, which then MPBG sent to Great American on behalf of Ms. [redacted]. We called Great American multiple times to make sure the necessary paperwork was received, and multiple representatives gave us various answers which made it rather difficult to help move the process along.
As of 6/11/14, Great American has decided to approve Ms. [redacted]' application because of our policy of advocacy.  In conclusion, we were only trying to help the client in getting her surrender processed correctly, while Great American was at fault in many of these different stages for her surrender application.