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Finance Advising reviews in Mason City

  • F
    James Pieper
    What a horrid experience!
    People at Principle's main office in Des Moines had to step in after the family threatened to file a complaint with the state insurance investigator.
    The executor called Mr. Pieper, who said he was too busy, and insisted she talk with his partner.  The partner said he was leaving for a vacation to Mexico, and we would just have to wait with our life insurance claim until he returned.
    The executor then talked with Mr. Pieper again, who got on his computer and told the executor the policies were expired.  To which the executor informed him of the check which paid the premiums, his invoice number, and when he cashed our check.  Suddenly, he couldn't find our policies on the computer any longer.
    The executor asked about the annuity.  Pieper told the executor that the annuity was changed, and the executor was to receive 100% of the funds.  The executor informed Pieper the family lawyer had issued to him orders to change the beneficiaries, the amounts and when he responded to the attorney's letter, acknowledging the changes.
    Pieper refused to honor my parent's last wishes and his instructions.  It cost the family over $900 because of Pieper's screw up.
    Both transactions were to be completed in less than seven working days, per the authorities in Des Moines.  Our checks arrived finally after one month (for the life insurance) and six weeks for the annuity funds.
    - Les Y.
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Financial Advisors in Mason City

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