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  1. K

    Help with Insurance Policy

    @easternpresent Thank you. Should I take this to another agent? The guy who is supposedly "in charge of my policy" noted he had retired (e.g., he's the advisor listed as the person responsible for my policy, and was responsive in getting me documentation, albeit not what I'm asking for).
  2. K

    Help with Insurance Policy

    @easternpresent Yes I do - Need something from it?
  3. K

    Help with Insurance Policy

    @jwalk33 I really appreciate the comments. To clarify, I have full ownership received through POA, and not an assignment. They just literally refuse to service my policy online. I'm at the point of trying to get a regulator involved. I requested an in force illustration and was told the...
  4. K

    Help with Insurance Policy

    @r3g3nt Thank you so much for the feedback. I will request this today. Appreciate the help for letting me know what to ask.
  5. K

    Help with Insurance Policy

    @r3g3nt Thanks for the feedback / comment. The policy was assigned to me several years ago. Maybe I didn’t explain it correctly but other than being the insured, I have all rights as the policy owner and my dad signed all the paperwork. I’ve requested what you said several times (but never...
  6. K

    Help with Insurance Policy

    @honeybee81 My father is the insured. I’m the beneficiary (and also paying for all aspects of it). Policy has been assigned to me.
  7. K

    Help with Insurance Policy

    Question for you all on an insurance policy: My sibling and I are 50/50 beneficiaries of a $400K Face Value Life Policy issued in 1985 by an AM Best A++ carrier. Policy is a "flex premium life w/adjustable death benefit to age 95 (expiring in 2039) I began paying the policy in 2007 after...
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