Puritan Life Stealing Clients

[senior-advisor-indiana]

I just received an email from AIMC. It states that Puritan is only contacting Sterling Investor policyholders to introduce them to Puritans life portfolio, mainly their single premium policy. They are not replacing the Medicare supplement polices.

Surely AIMC isn't that naive and surely they don't think we are...

 

[somarco]

Good to know. This restores my faithi in carriers, knowing they have good intentions and they love agents.

 

[senior-advisor-indiana]

http://gallery.mailchimp.com/884934232d787088de72526a2/files/SILIC_Important_Announcement.pdf

I'm not sure if that link will work but this was the explanation...

 

[tins]

http://gallery.mailchimp.com/884934232d787088de72526a2/files/SILIC_Important_Announcement.pdf

I'm not sure if that link will work but this was the explanation...

I only have 20 clients with Sterling, but I will move each and every one of them if Puritan attempts to set an appointment to sell them ANYTHING.

 

[senior-advisor-indiana]

I only have 20 clients with Sterling, but I will move each and every one of them if Puritan attempts to set an appointment to sell them ANYTHING.

I moved 3 today. I think I have around 12 left.

 

[Millwood]

Mike White is smoking CRACK!!!!

 

[CALTCAgent]

I'm suprised a Puritan rep hasn't been around yet threatening legal action like in another thread.

 

[senior-advisor-indiana]

I'm suprised a Puritan rep hasn't been around yet threatening legal action like in another thread.

What legal action could they threaten?
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I'm suprised a Puritan rep hasn't been around yet threatening legal action like in another thread.

What legal action could they threaten?

 

[CALTCAgent]

What legal action could they threaten?
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What legal action could they threaten?

I guess nothing. In another thread it was different, people were talking about negative experiences with the company.

 

[gca80]

His agency is Puritan Financial Group in Carmel, IN. He called Puritan during the presentation. He accused me of not being an agent with Puritan. At this point I told him that my monthly Renewals from Puritan were much larger than his, and he was being used and was ill-informed.

Puritan is an NMO that now owns their own life insurance co. They also have several other divisions,i.e., med supp (fairly new), life, annuity,FE, & SPL, and even a wealth division (securities.) They do not steal, they purchase companies through bankruptcies, etc., and are appointed by the court to service those clients. It is their clients as well as the active agents'.
I do not work for Puritan, but I'm very familiar. They also bought old "trust mills" and service their clients as well. They are very successful. As always, there is a very high turnover.