EPOA Insurance Services ratings, reviews and complaints - Estate Planning

Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

BCA's Summary and Analysis:

One complainant alleges the company sold them a 25 year annuity, even though they only requested a 5 year annuity and failure to respond to phone calls or messages.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against EPOA Insurance Services closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

Company Info

This company's business is providing annuity, long term care insurance, and estate planning services, life and disability insurance programs.

Primary Contact:	Teri Doi (Office Manager)
Business Started:	4/1/2001
Social:

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Licensing

California Department of Insurance

Verified License

License Number: 0D95518
Status: Inactive

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We routinely advise, before purchasing any type of living trust, annuities or estate planning products, consult with your attorney, CPA family members, or other trusted business advisor. Living Trusts or Wills, may not be appropriate for some individuals. These types of companies are are often referred to as "trust mills", who offer cheap trusts to drum up sales of annuities which may put senior investors in a financial bind.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

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Additional Info

DBAs:
There are no additional DBAs.

Websites:
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Contacts:
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Reputation Report

EPOA Insurance Services

Complaints and Resolutions

Other Information