JOE DON HILDEBRAND is currently employed as a Broker and/or Investment Adviser at PRIVATE CLIENT SERVICES, LLC located at 6201 COLLEGE BLVD., 7TH FLOOR, OVERLAND PARK, KS, 66211.
JOE DON HILDEBRAND has worked at PRIVATE CLIENT SERVICES, LLC since April 25, 2018
Disclosure History
JOE DON HILDEBRAND has 1 Disclosure Event(s).
Date: July 02, 2003 Category: Customer Dispute Allegations: CUSTOMER ALLEGES REPRESENTATIVE MISREPRESENTED SALES OF SURVIVORSHIP VUL POLICY Damage Amount Requested: $6,000.00 Broker Comment: CLIENT WAS INTERESTED IN LEAVING A LEGACY PLAN TO CHILDREN WITH A SECOND TO DIE VARIABLE LIFE POLICY. CLIENT CHOSE VARIABLE POLICY INSTEAD OF A FIXED PRODUCT. MARKET CONDITIONS IN 2001-2002 DRASTICALLY CHANGED THEIR MINDS DUE TO PREMIUM COMMITMENT FOR THE POLICY. BASED ON THE REDUCTION IN THEIR ASSET BASE DUE TO MARKET CONDITIONS, THEY FELT THE POLICY WAS NOT A GOOD FIT. RRS WORKED WITH CLIENT AND INSURANCE COMPANY TO PURCHASE A DIFFERENT POLICY TYPE THAT THEY WERE COMFORTABLE WITH.
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