Mr.
[redacted], purchased a policy from agent [redacted] with [redacted] Life. The [redacted] Life
policy was replacing another policy. The policy being replaced by [redacted] Life was
not canceled by Mr. [redacted] which created a situation where both insurance
companies drafted...
premiums.
Mr.
[redacted] then contacted [redacted] to cancel the [redacted] policy. [redacted]
informed Mr. [redacted] that he would need a written statement from him. JL Smith
Associates cannot cancel a policy verbally and must have a written statement.
This is mandatory with all insurance carriers as we are not authorized to
conduct this type of transaction on behalf of a policyholder.
A
written statement from Mr. [redacted] was not received by our office. On Nov.
5th Mr. [redacted] again called the office and spoke with [redacted].
Again, [redacted] explained to Mr. [redacted] that we needed a written statement in
order to request cancellation. [redacted] also informed him that as soon as it
was received that he would fax it to [redacted] life and follow-up with them to insure
that the request was received. [redacted] also informed him that the process
could take a couple of weeks.
We
received his written cancellation request on November 7th. His
cancellation request also stated that he wrote a complaint to the Revdex.com
simultaneously. The letter was immediately faxed to [redacted] Life the day we
received it. Prior to receiving Mr. [redacted]’s written statement there was nothing
we could do to resolve the issue with [redacted] Life.
Mr.
[redacted]’s request was processed by [redacted] and a refund check was mailed out to him.
After receiving the complaint from the Revdex.com [redacted] called Mr. [redacted] to let
him know that the request had already been sent to [redacted] Life.
Mr.
[redacted] then informed [redacted] that he had already received a refund check from
[redacted] Life the previous Saturday. During that phone call [redacted] addressed the
fact with Mr. [redacted] that once he actually sent the required documentation to us
that the refund request was processed just as he had originally explained to
him. Mr. [redacted] agreed and admitted that he probably jumped the gun filing a
complaint with the Revdex.com.
I
hope this explanation is satisfactory. However, if you need additional
documentation please feel free to contact me.
To
Whom It May Concern,
Mr.
[redacted], purchased a policy from agent [redacted] with [redacted] Life. The [redacted] Life
policy was replacing another policy. The policy being replaced by [redacted] Life was
not canceled by Mr. [redacted] which created a situation where both insurance
companies drafted...
premiums.
Mr.
[redacted] then contacted [redacted] to cancel the [redacted] policy. [redacted]
informed Mr. [redacted] that he would need a written statement from him. JL Smith
Associates cannot cancel a policy verbally and must have a written statement.
This is mandatory with all insurance carriers as we are not authorized to
conduct this type of transaction on behalf of a policyholder.
A
written statement from Mr. [redacted] was not received by our office. On Nov.
5th Mr. [redacted] again called the office and spoke with [redacted].
Again, [redacted] explained to Mr. [redacted] that we needed a written statement in
order to request cancellation. [redacted] also informed him that as soon as it
was received that he would fax it to [redacted] life and follow-up with them to insure
that the request was received. [redacted] also informed him that the process
could take a couple of weeks.
We
received his written cancellation request on November 7th. His
cancellation request also stated that he wrote a complaint to the Revdex.com
simultaneously. The letter was immediately faxed to [redacted] Life the day we
received it. Prior to receiving Mr. [redacted]’s written statement there was nothing
we could do to resolve the issue with [redacted] Life.
Mr.
[redacted]’s request was processed by [redacted] and a refund check was mailed out to him.
After receiving the complaint from the Revdex.com [redacted] called Mr. [redacted] to let
him know that the request had already been sent to [redacted] Life.
Mr.
[redacted] then informed [redacted] that he had already received a refund check from
[redacted] Life the previous Saturday. During that phone call [redacted] addressed the
fact with Mr. [redacted] that once he actually sent the required documentation to us
that the refund request was processed just as he had originally explained to
him. Mr. [redacted] agreed and admitted that he probably jumped the gun filing a
complaint with the Revdex.com.
I
hope this explanation is satisfactory. However, if you need additional
documentation please feel free to contact me.
Sincerely.
[redacted]