Posted: Fri Jan 18, 2008 2:45 pm Post subject: My grandmother took out an
My grandmother took out an annuity policy on me from birth. I am 40yrs old now. It has disappearred or been cashed. What can I do to get what is or was rightfully mine?
Do you have any of the policy information, such as company or policy number. You could ask her for information on payments & payment addresses she made if she doesn't have policy information.
If it's been cashed or surrendered there is likely nothing you can do...As Preferred Insurance Servi, said you will need to find out the company. Really that is all you should 'have' to have, (additional information of course would be great) if you find the company name then contact them, they should be able to locate the policy (even if cashed out) thru your's and your grandmother's names. _________________ Have you been helped by a poster? Do you want to show your appreciation? YOU CAN !! Just simply click on the donate button and send them some coin!
Posted: Sat Jan 19, 2008 4:38 am Post subject: DOI
Quote:
You could ask her for information on payments & payment addresses she made if she doesn't have policy information.
Even if she had some of the vital information, it may not be easy for her to remember & provide you with all those info (I'm telling this keeping her age in mind). I just wanted to know from the community whether these info would be available with the DOI! I feel all the information associated with an insurance registration & what follows are supposed to be with the DOI.
Regards,
Plackardstreetdweller _________________ Register Now to have your Insurance queries solved.
No in most cases no-particular policy information is available thru the DOI, they simply regulate, or govern the industry, handle licensing, and complaints... _________________ Have you been helped by a poster? Do you want to show your appreciation? YOU CAN !! Just simply click on the donate button and send them some coin!
Lori and Preferred Insurance Servi are correct. First of all, the DOI has nothing to do with annuity record-keeping and you'd be wise to start with a couple of questions for grandma. If she thought you were a good enough kid to leave some money to (40 years ago) she might still be fond of you. However, speaking as someone whose family tree resembles a cactus and the only two branches are literally saturated with dysfunction, I know how life can sometimes throw you a curveball.
Ask Grandma what happened and if she can't answer the question, blame your uncle. _________________ Please feel free to go to my website at www.markcolbert.com or, if you have a specific question, you can email me directly. I hope I can answer any questions you might have. If not, I can certainly find an answer right away.
