Hunt and Associates Reviews (1)
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Hunt and Associates Rating
Description: RETIREMENT PLANNING SERVICE, INSURANCE-LIFE, ANNUITIES
Address: 423 Manor Harrison City Rd, Harrison City, Pennsylvania, United States, 15636-1103
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www.gwhunt.com
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Review: I met [redacted] two times, the first time he seemed like he was interested in my and my needs. After that meeting he seemed to forget about me, I called him three weeks later, he could not remember what we talked about so we reviewed on the phone and set a meeting to discuss his product offerings.The complaint starts here. After a brief second meeting, he was very forceful , insulting, and lied to meFORCEFUL - he continued to push me to sign the contract for the annuity he was offering and I continued to tell him I want to read about it and learn more before I would sign. He said he is creditable and I should trust him, people are lining up to sign this agreement and ALL SIGN AT WHEN HE ASKES THEM TO EXCEPT ME. I found this a little unusual and made me uncomfortable. INSULTING- He tried to intimidate me saying that I need to get the form completed because the company had to pre-quality me and since I have limited assets they may not qualify me - of course I said in they don't , they don't. He also said that I was lucky I was dealing with him because my 85K interest was small for him, he usually hands off this type of small business to his wife, and she does bigger accounts than me. He said this is the third time we meet, I corrected him saying it was the second time, and he said it needs to get done now. I said I was meeting other people with other options first, he expressed his concerns that they will not like this plan so be ready to hear that. I said I am smart enough to decide for my self.LIED TO ME - this is by biggest issue. He said he was the only one that sold this product and the only one I could purchase it from was him.I have purchased the same product from another local agent that sells the same thing as many do. I did not need to be pre qualified, did not have a problem with assets, or a rush to sign anything until I fully read and was comfortable with the plan. Basically everything he told me was a lie,his exclusivity, my qualifying, and this pushy nature to sign.Desired Settlement: I want this recorded as a formal complaint against him and his firm.I will continue to pursue it in whatever method I need to get this complaint registered as DECEPTATIVE SELLING.please advise
Business
Response:
When I was talking to [redacted], what I found was, before I could finish my answers he was already asking me another question. He wasn’t really listening to my answers, and I believe this is where most of his confusion came from. It’s true that I thought we had met two times previously, and I did apologize for that. I was confused because we had spoken on the phone several times at length, and some time had elapsed since I spoke with him last. I suggested that we submit a form to see if he could prequalify; every client is required to qualify through suitability. Prequalifying is not a requirement, but I was concerned about the size of the case, and I said that there was no sense proceeding if it would not be accepted. I mentioned that we usually handle larger accounts only because there was a chance he would not be accepted. [redacted] said that he was meeting with other people and I said that security agents don’t sell this plan because it’s not a security; I did not tell him that “I’m the only one who sells this plan”; that would be ridicules. [redacted] has many agents and I always point out how large they are to show their financial strength. I would never claim that I’m the only one who sells their products! The companies I work with have regulations that I must follow, and I would not do anything that jeopardizes my relationship with them, or my clients. I’ve been in business for 32 years. I don’t lie about products; this is my livelihood and I guard it very well. This is the first complaint I’ve ever received. I think that more than anything else it was a misunderstanding. -[redacted]
Consumer
Response: