The Lafayette Life Insurance Company

Mrs [redacted] , please contact me directly at 513- [redacted] at your convenience.Sincerely, [redacted] Vice President - Marketing Services

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this does not resolve my complaint For your reference, details of the offer I reviewed appear belowOn Friday, February 17, 2017, I spoke to Mike Donahue, VP Marketing Services and this conversation did not resolve the complaintA meeting among the executive leadership was to occur the week of February 20, with a meeting scheduled with me for Tuesday, February 22, at 3:pm to render a decision and convey their decision to meIf this meeting results does not satisfy me I will pursue other options for suitable and appropriate resolution [To assist us in bringing this matter to a close, we would like to know your view on the matter.] Regards, [redacted]

March 7, 2017Mrs[redacted] ,Mr [redacted] has responded to your all of your inquiries promptly including this morning at 7:amPlease do not hesitate to contact Mr [redacted] or me directly, if you have any other concerns.Sincerely, [redacted] | Vice President-Marketing Services Broadway | Cincinnati, Ohio [redacted] ***

[A default letter is provided here which indicates your acceptance of the business's response If you wish, you may update it before sending it If you and the business have reached an agreement and compliance is set for a future date, we trust the business will comply Please contact us after that time if the matter is not resolved as agreed and we will review the complaint and proceed accordingly.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is tentatively satisfactory to me. I have attached the agreement letter, however, full and complete resolution will be confirmed on/after May 15, when execution of the agreement terms will be realizedI ask that this complaint remain OPEN until such time as the agreement terms outlined in the attached letter are validated and completed to my total satisfaction as agreedThank You
Regards,
*** ***

On Tuesday, February 22, 2017 at 3:30 PM I had a conference call with [redacted] (Lafayette Life), [redacted] (Lafayette Life), and [redacted] (Capital Financial Partners) to discuss resolution of my complaint. It was agreed by all parties that Lafayette Life will allow me to surrender my contract and policy at the end on my annual renewal period which ends on May 15, 2017 and allow the account to accrue any market performance earnings that would then be credited to my account. We agreed that Lafayette Life will WAIVE the surrender charge penalty and after the credits (if any) are applied to my account, will then terminate the contract and send me a check for the full amount in my account with NO SURRENDER CHARGE PENALTY WITHHELD. This agreement is to be provided in writing and sent to me via email no later than Monday, February 27, 2017 for my review and concurrence. I am awaiting the agreement to review and acknowledge. I will consider this compliant still open until such time as the agreement as stated is verified, confirmed, and signed/approved by all parties involved. Regards,[redacted], February 24, 2017

One of our Lafayette Life representatives spoke with [redacted] in January and let him know we needed our information request form that was sent to him in December 2015 to be completed and returned to us for those calculations to be provided to him.
With respect to not answering his calls,...

it seems that two of the three calls that were made were made by a third party on his behalf. On those two occasions the individual was told we could not release information to him as there was no written authorization to do so.

March 7, 2017Mrs.[redacted],Mr. [redacted] has responded to your all of your inquiries promptly including this morning at 7:30 am. Please do not hesitate to contact Mr. [redacted] or me directly, if you have any other concerns.Sincerely,[redacted]  |  Vice President-Marketing Services 400 Broadway  |  Cincinnati, Ohio 45202 [redacted]
[redacted]

Mrs. [redacted], please contact  me directly at 513-[redacted] at your convenience.Sincerely,[redacted]
Vice  President - Marketing Services

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this does...

not resolve my complaint.  For your reference, details of the offer I reviewed appear below. On Friday, February 17, 2017, I spoke to Mike Donahue, VP Marketing Services and this conversation did not resolve the complaint. A meeting among the executive leadership was to occur the week of February 20, 2017 with a meeting scheduled with me for Tuesday, February 22, 2017 at 3:30 pm to render a decision and convey their decision to me. If this meeting results does not satisfy me I will pursue other options for suitable and appropriate resolution.
[To assist us in bringing this matter to a close, we would like to know your view on the matter.]
Regards,
[redacted]

I was to received an agreement document outline the terms to resolve this compliant. As of today, March 6, 2017, I have not received any correspondence regarding the agreement decision with Lafayette during a conference call on February 21, 2017 @ 3:30 pm. Below is the text of an email I received on February 27, 2017 describing when the cover letter and terms of the agreement were due for my review. I have not received such documents and consider this compliant OPEN until such agreement document has been received, reviewed, acknowledged, and approved by all parties>From: [redacted] Sent: Monday, February 27, 2017 3:33 PM To: '[redacted]' Cc: [redacted] Subject: RE: Follow up from phone callMs. [redacted]I wanted to give you a status update. I will be sending a cover letter to you no later than end of day tomorrow detailing what we agreed on. This will also let you know that we will be sending a settlement agreement for you to sign in May after the index accounts are appropriately calculated and credited. The settlement agreement will have the exact dollar amounts in them so you can know exactly what to expect as a result of the termination of your contract and waiving of surrender charges.Please let me know if you have any questions in the meantime.Thank you
[redacted]
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