Using an Attorney to Get a Release from a FMO

[wehotex]

Yes, I do release upon request as long as the agent has no chargeback debt payable.

In this agent's case, there is a clear track record of me agreeing to the release via email and submitting the proper paperwork necessary for her to complete it.

Based on my observation of what happened thereafter, it appears there was confusion on a number of different issues including:

• The type of release. We use the industry standard reciprocal release. Her new company did not accept hat release for whatever reason. We worked around it and offered a non-reciprocal release.
• Confusion over the different Aetna divisions (FE vs MA) and needing a release for both (both were offered early on, and the agent only competed the release for the Medicare Advantage side of Aetna).
• We originally told her she would need no requirement for a release for Aetna as she was not appointed at the time of her request. However, she was changed to a "ready to sell" status, thus necessitated the release.

Also, the agent requested a release on Aetna FE side several months later, since that was not originally completed on her end with the MA releases. I informed her she had to have her upline sign off on the release before we sign last (this is industry standard).

Her response was that her employer wouldn't sign the reciprocal release. Since this Aetna FE release request was made several months later, it didn't dawn on me that she was referring to the same organization, otherwise I would have happily modified the agreement to release her without the reciprocal agreement. I actually just emailed her to make the offer as I reviewed the notes and noted where I overlooked that important detail.

Regarding the aged leads, to the best of my knowledge, the agent purchased aged leads that were 36+ months old. 36+ months = Anything 3 years and older. 10+ years falls into that description.

For those reading, I have recruited more than 2,500 agents since 2013 and have a spotless record of releasing agents upon request. There are zero complaints lodged anywhere on the Internet about my dealings with agents because I do what I say I'm going to do.

In this case, once the confusion cleared about about the appointment status of the agent, we rendered the release as quickly as possible. Regarding the final expense release, had it dawned on me that I missed out on the reciprocal release language needing to be removed, I would have granted that immediately and definitely take the blame for that.

I’ve gotta say that I don’t even know you, but appreciate that you go to the extent that you do. My upline’s response was to ignore my e-mails and pretty much do it all on my own with help from my new upline. By the time that they help me with anything, it will have already been the 90-day waiting period to automatically release (Aetna MA).
In my mind, their unwillingness to help only fuels my desire to move my Book from them since they had ABSOLUTELY NOTHING to do with it.

 

[Life Hawk]

How do you get a release from an FMO that doesn't want to release you and an insurance company that has a clause they don't grant releases for agents with a GA contract?

Show up outside their office naked and shackled while screaming at the top of your lungs, release me from these chains.

Once the local news gets a hold of that story, your FMO will be calling you for a release.

BTW... I'm only half kidding here.

 

[goillini52]

Show up outside their office naked and shackled while screaming at the top of your lungs, release me from these chains.

Once the local news gets a hold of that story, your FMO will be calling you for a release.

BTW... I'm only half kidding here.

Which half ?

 

[Life Hawk]

Which half ?

Do you which half or which cheek?

On second thought, don't put to much thought into the answer for that one.

 

[goillini52]

Do you which half or which cheek?

On second thought, don't put to much thought into the answer for that one.

Which half. Being naked, being shackled or screaming at the top of your lungs.

 

[somarco]

naked and shackled while screaming at the top of your lungs, release me from these chains.

 

[goillini52]

Can you imagine if a Republican said something like that?

 

[Todd King]

Yes, I do release upon request as long as the agent has no chargeback debt payable.

In this agent's case, there is a clear track record of me agreeing to the release via email and submitting the proper paperwork necessary for her to complete it.

Based on my observation of what happened thereafter, it appears there was confusion on a number of different issues including:

• The type of release. We use the industry standard reciprocal release. Her new company did not accept hat release for whatever reason. We worked around it and offered a non-reciprocal release.
• Confusion over the different Aetna divisions (FE vs MA) and needing a release for both (both were offered early on, and the agent only competed the release for the Medicare Advantage side of Aetna).
• We originally told her she would need no requirement for a release for Aetna as she was not appointed at the time of her request. However, she was changed to a "ready to sell" status, thus necessitated the release.

Also, the agent requested a release on Aetna FE side several months later, since that was not originally completed on her end with the MA releases. I informed her she had to have her upline sign off on the release before we sign last (this is industry standard).

Her response was that her employer wouldn't sign the reciprocal release. Since this Aetna FE release request was made several months later, it didn't dawn on me that she was referring to the same organization, otherwise I would have happily modified the agreement to release her without the reciprocal agreement. I actually just emailed her to make the offer as I reviewed the notes and noted where I overlooked that important detail.

Regarding the aged leads, to the best of my knowledge, the agent purchased aged leads that were 36+ months old. 36+ months = Anything 3 years and older. 10+ years falls into that description.

For those reading, I have recruited more than 2,500 agents since 2013 and have a spotless record of releasing agents upon request. There are zero complaints lodged anywhere on the Internet about my dealings with agents because I do what I say I'm going to do.

In this case, once the confusion cleared about about the appointment status of the agent, we rendered the release as quickly as possible. Regarding the final expense release, had it dawned on me that I missed out on the reciprocal release language needing to be removed, I would have granted that immediately and definitely take the blame for that.

This is just a prime example of agents exaggerating their bad experience with an IMO. It happens all the time. Agents misunderstand things, just like their clients do.

I recently had a long-time agent ask for a release for 2 of the companies he had with us. No problem. Sent him the reciprocal release and he immediately started calling me a liar and going off. In his mind, when I say we have no problem releasing, he didn't think that he should have to do that since we promise to release when asked. He wanted a simple release.

Well, needless to say, that ended our long-time relationship. I gave him a release for every carrier. Months later, we heard from Mutual that he was telling them that we wouldn't release him.

Funny thing is, I defended this guy on here for many years when I really shouldn't have. Of course, he's been perma banned from here because of his attitude. He just keeps digging holes and losing friends. See ya, Rick!!

 

[Newby]

This is just a prime example of agents exaggerating their bad experience with an IMO. It happens all the time. Agents misunderstand things, just like their clients do.

I recently had a long-time agent ask for a release for 2 of the companies he had with us. No problem. Sent him the reciprocal release and he immediately started calling me a liar and going off. In his mind, when I say we have no problem releasing, he didn't think that he should have to do that since we promise to release when asked. He wanted a simple release.

Well, needless to say, that ended our long-time relationship. I gave him a release for every carrier. Months later, we heard from Mutual that he was telling them that we wouldn't release him.

Funny thing is, I defended this guy on here for many years when I really shouldn't have. Of course, he's been perma banned from here because of his attitude. He just keeps digging holes and losing friends. See ya, Rick!!

Geensky? That surprises me. I thought you guys were friends.

 

[goillini52]

This is just a prime example of agents exaggerating their bad experience with an IMO. It happens all the time. Agents misunderstand things, just like their clients do.

I recently had a long-time agent ask for a release for 2 of the companies he had with us. No problem. Sent him the reciprocal release and he immediately started calling me a liar and going off. In his mind, when I say we have no problem releasing, he didn't think that he should have to do that since we promise to release when asked. He wanted a simple release.

Well, needless to say, that ended our long-time relationship. I gave him a release for every carrier. Months later, we heard from Mutual that he was telling them that we wouldn't release him.

Funny thing is, I defended this guy on here for many years when I really shouldn't have. Of course, he's been perma banned from here because of his attitude. He just keeps digging holes and losing friends. See ya, Rick!!

Yes, you defended *ick on the Forum and privately. I told you that *ick was an assh*le.