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Business Profile

Retirement Planning Services

Streamline Insurance Solutions
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BBB Accredited BusinessA+Rated by BBB

Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 1 complaint closed in the last 12 months.

If you've experienced an issue

Submit a Complaint

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

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Complaint status

Complaint type

  • Initial Complaint

    Date:03/10/2025

    Type:Customer Service Issues
    Status:
    Answered
    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.
    I opened an annuity and it under performed so we tried to take it out to roll it over with someone else and she know we weren't going to roll over with her company. She never contacted us to receive the check back from the original company. Never both to contact us even after she knew we were having all kinds of trouble to get the money back; this went on for 2 months and we still haven't received my money. She was worthless. I've lost 2 months' worth of interest on $117646.48.

    Business Response

    Date: 03/15/2025

    Thank you for reaching out and sharing your concerns. I understand your desire to resolve the issue as quickly as possible, and I sincerely apologize for any frustration you've encountered.


    When you visited our office and expressed dissatisfaction with the underperforming account, we promptly provided a solution, and you indicated that you were satisfied with the plan we proposed. We moved forward together to improve your account's position. However, we were surprised to learn that you chose to transfer the account outside of our agency. Rather than contacting us directly to work through the necessary steps, you reached out to the carrier independently.
    Had we been able to collaborate through this process, I believe we could have resolved the issue more efficiently. Unfortunately, by the time you decided to change your course of action, the funds had already been transferred from one institution to another. We always strive to make transitions as smooth as possible to ensure there is no disruption in your potential gains.

    We can confirm that your check was mailed back to you on 03/04. However, please understand that once the check is in the mail, we have no control over the delivery time, as it is subject to postal service timelines. We recommend allowing additional time for its arrival.

    Once again, we apologize for any inconvenience caused and value your business.


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