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Reviews (15)
Johnebegood K.
Apr 02, 2022
An Update to the previous nightmare at TransAmerica. No one responded before I could finally find some paperwork that they had to have. They were so happy, called me back immediately, apologized for the months and months of delay, issued funds via electronic wire at no charge, even gave my wife and I a complimentary dinner at Outback. Wasn't that nice? OH, sorry, April Fools day!
Not only didn't they ever call me back, they never advised they had processed the check several days earlier. Oh well, at least their check was good as gold. OH, April Fools, not sure why, but a hold was put on this check for a good week or so. Way to go TransAmerica, Capital Management Group, on C st SW, it appears that you are so trusted to follow your word.
I must admit that every employee I spoke with tried to do an exceptional job, but obviously they had their hands tied. And man, I don't miss that nauseas music noise while forced to be on hold for hours. Thinking back right now, that alone is probably the most frustrating thing to endure, being a successor trustee. No Joke! johnebegood 4 STARS for Employees, 0 STARS for Management = Avg 2
Not only didn't they ever call me back, they never advised they had processed the check several days earlier. Oh well, at least their check was good as gold. OH, April Fools, not sure why, but a hold was put on this check for a good week or so. Way to go TransAmerica, Capital Management Group, on C st SW, it appears that you are so trusted to follow your word.
I must admit that every employee I spoke with tried to do an exceptional job, but obviously they had their hands tied. And man, I don't miss that nauseas music noise while forced to be on hold for hours. Thinking back right now, that alone is probably the most frustrating thing to endure, being a successor trustee. No Joke! johnebegood 4 STARS for Employees, 0 STARS for Management = Avg 2
K. D.
Jan 22, 2022
Ivan D.
Jan 06, 2022
Joseph Niemiec
Jul 26, 2021
Website frequently broken with no ETA from support on when things will be fixed after weeks. Support on phone gives recommendations that then cannot be performed due to broken IT resources. Inspite of meeting thier documented requirements for not requiring a notary they still wants a notary on signature, then the notary IT site is also broken when selecting valid forms of identification. Recommend that anyone finds another company to provide these services.
Deborah D.
May 13, 2021
The customer rep was FABULOUS - however, in requesting a refund for payments on a "cancelled policy #016112545" was a NIGHTMARE! When we realized that Transamerica was still deducting payments for our cancelled policy back on 4/2019 - we immediately contacted them. After numerous runarounds and transfers, we finally talked to a very nice rep. We faxed over all the requested documentation to validate our claim.
We had the VA give us a letter advising we were already covered by them as Veterans. Then we were advised there was no SIGNATURE on an email letter. Ridiculous. We hope after today, our refund is being mailed. Doc/VA 1970's.
We had the VA give us a letter advising we were already covered by them as Veterans. Then we were advised there was no SIGNATURE on an email letter. Ridiculous. We hope after today, our refund is being mailed. Doc/VA 1970's.
Jack S.
Feb 13, 2020
Torque C.
Aug 28, 2019
TransAmerica Long Term Care division is absolutely horrible. They will try every trick in the book not to pay. The employees are low paid, poorly trained and rather incompetent. Hours and hours on the phone on hold, no results, day after day. Be careful sending documents to them as they are inept in getting them scanned to the correct files of the policy holder.
Consistent mistakes that have to be rectified by another incompetent employee. Read the other reviews on line. You will have to get legal help and a team of attorneys! No doubt!
Consistent mistakes that have to be rectified by another incompetent employee. Read the other reviews on line. You will have to get legal help and a team of attorneys! No doubt!
Chelsea L.
May 30, 2019
They are very incompetent. I have been with them long enough to know do not trust them with your money. Both me and everyone in my family have had nothing but awful experiences. Even after filling out their withdrawal forms very specifically, they are unable to complete the requests correctly (like taking taxes out when I requested no taxes be taken out).
It takes multiple calls to get anything resolved, because one person will tell you one thing and then another will tell you something completely different. Please use any other company! I beg you!
It takes multiple calls to get anything resolved, because one person will tell you one thing and then another will tell you something completely different. Please use any other company! I beg you!
Sherry B.
Feb 08, 2018
My husband's company got bought out by another company. In the process, his 401k got moved from one company to another. Imagine our surprise when we got a 1099 saying he had received a cash distribution out of his 401k account. He didn't. He called them to report the erroneous 1099. He had to leave a message with someone who said they'd call back within an hour.
Their automated callback dropped the call while my husband was on hold. After that, no one ever bothered to contact him again. He tried a couple days later himself, and while the agent investigated and said that it looks like it was their problem. They said they didn't know what to do to correct the problem and would have to look into it. When my husband asked for them to call and update him with news, they said, "That's not how we work. If you want an update, you'll have to call us." Incredible. Their mistake on our tax info, and they can't be bothered to contact us. Unbelievable.
Their automated callback dropped the call while my husband was on hold. After that, no one ever bothered to contact him again. He tried a couple days later himself, and while the agent investigated and said that it looks like it was their problem. They said they didn't know what to do to correct the problem and would have to look into it. When my husband asked for them to call and update him with news, they said, "That's not how we work. If you want an update, you'll have to call us." Incredible. Their mistake on our tax info, and they can't be bothered to contact us. Unbelievable.
Charles F.
Dec 24, 2017
This company seems inept at handling documents. We requested a disbursement from my wife's 401(k) account, and specifically stated that we wanted it to be a direct deposit transaction. Instead, the overnighted a check to us, and charged us $40.00 to do so. So not only are we still waiting for the check to clear, but money we are counting on is not available until after Christmas. I would advise that they hire people who are much sharper on the uptake.
Meg C.
Nov 17, 2017
So I got a call from a rep saying that She can transfer all my new information over the phone and less paperwork to fill out. I thought that's great. But she said I will also be talking with the new advisor the next day to get introduced and finish up my info. So I said to call early as possible while my little ones are asleep. The lady I spoke with Maureen Berry(trainee) was not trained properly due to the fact that they can't do name change and beneficiaries change over the phone. That's what the most rudest advisor Matt Luckey had advised me.
He came off to be very short and when I said he didn't need to be rude and that I will be changing companies and I didn't need his assistance he was very quick to hang up. to anyone that reads this. do you really want someone on this team to be training others as well as having an attitude towards customers? I really hope not. I've been with this company for years and it's sad to say I will have to find a different company because of one bad apple. As for Maureen I wish her the best and hope she succeeds but I really hope she does elsewhere. Watch people. Matt Luckey is not someone to deal with. Boo Matt Luckey!
He came off to be very short and when I said he didn't need to be rude and that I will be changing companies and I didn't need his assistance he was very quick to hang up. to anyone that reads this. do you really want someone on this team to be training others as well as having an attitude towards customers? I really hope not. I've been with this company for years and it's sad to say I will have to find a different company because of one bad apple. As for Maureen I wish her the best and hope she succeeds but I really hope she does elsewhere. Watch people. Matt Luckey is not someone to deal with. Boo Matt Luckey!
Meredith G.
Nov 22, 2016
5 years ago I purchased a Universal Life Insurance Policy and it was meant to be more of a savings account and a back up as "life happens".my agent did not explain the policy very well, however I wanted to prepare for the future and this policy appeared to meet my needs and had the "back up" as "life happens". The life Insurance policy was to act as a savings account. 5 years later and since I am looking at a pay cut in a job transition I had to look at every bill and expense I had. Turns out I gave Transamerica $7500 and my policy does not even have half of that to "borrow back" in case a emergency surfaced.
The first several years the money is locked - funny how no one mentioned that. I had called in the past and tried to get a customer service representative to walk me through the plan.now I know why the rep spent more time making me feel bad for calling vs staying on task. Oh, and my insurance agent.um ya.changed 6 months after I purchased the policy and I have never received a call or call back from their office.again.
I was just giving Transamerica my hard earned $$$ so of course they would never call back or explain what I purchased. Even today I attempted to cancel the policy and went through everything, the customer service rep seemed embarrassed and it did not appear this was the first time she heard my story (even sadder).after 10 min of back and forth I requested official cancellation papers. BUYER BEWARE AND READ EVERYTHING SEVEN TIMES IF YOU ARE GOING TO BE A CUSTOMER OF TRANSAMERICA.! THEY ARE ONLY IN PLACE TO RIP YOU OFF AND WORK AGAINST HELPING YOU OR YOUR PLANS OF SAVING MONEY OR FINANCIAL PLANNING FOR THE FUTURE. STAY AWAY FROM THESE CROOKS!
The first several years the money is locked - funny how no one mentioned that. I had called in the past and tried to get a customer service representative to walk me through the plan.now I know why the rep spent more time making me feel bad for calling vs staying on task. Oh, and my insurance agent.um ya.changed 6 months after I purchased the policy and I have never received a call or call back from their office.again.
I was just giving Transamerica my hard earned $$$ so of course they would never call back or explain what I purchased. Even today I attempted to cancel the policy and went through everything, the customer service rep seemed embarrassed and it did not appear this was the first time she heard my story (even sadder).after 10 min of back and forth I requested official cancellation papers. BUYER BEWARE AND READ EVERYTHING SEVEN TIMES IF YOU ARE GOING TO BE A CUSTOMER OF TRANSAMERICA.! THEY ARE ONLY IN PLACE TO RIP YOU OFF AND WORK AGAINST HELPING YOU OR YOUR PLANS OF SAVING MONEY OR FINANCIAL PLANNING FOR THE FUTURE. STAY AWAY FROM THESE CROOKS!
Charles H.
Mar 04, 2015
Attempts to receive surrender value of our life insurance policy with Transamerica has placed Transamerica in the upper one percent of the worst customer service of any company I have encountered. Inaccurate information, incomplete surrender procedures. a telephone hold time of one hour and forty five minutes, multiple inaccurate time lines for our refund check, and then after delays of over one month and a quarter months a request for more patience!
Since late January 2015 only one communication has been received indicating another delay: "This may take some time, so we appreciate your patience". A requested response indicating the precise definition of "some time" has not been received despite my request. I would caution any one considering an insurance policy with Transamerica to be well informed of the poor service level and inexcusable delays which I have encountered. With my other two insurance companies matters worked as they should efficient, accurate, and timely in communication.
Since late January 2015 only one communication has been received indicating another delay: "This may take some time, so we appreciate your patience". A requested response indicating the precise definition of "some time" has not been received despite my request. I would caution any one considering an insurance policy with Transamerica to be well informed of the poor service level and inexcusable delays which I have encountered. With my other two insurance companies matters worked as they should efficient, accurate, and timely in communication.
Mon H.
Feb 09, 2015
Trevor F.
Nov 24, 2010
Not sure what all they do here but the people there are very professional the cafetiera is very clean and has a nice menu. I'm volunteering here for thanksgiving were we make meals for meals on wheels and older people that have no one to share there time with. Hope everyone has a great thanksgiving!