LILA MARIE STOKKELAND is currently employed as a Broker and/or Investment Adviser at MUTUAL OF OMAHA INVESTOR SERVICES, INC. located at 519 5TH ST NW, JAMESTOWN, ND, 58401.
LILA MARIE STOKKELAND has worked at MUTUAL OF OMAHA INVESTOR SERVICES, INC. since February 26, 2009
Disclosure History
LILA MARIE STOKKELAND has 2 Disclosure Event(s).
Date: August 16, 2010 Category: Customer Dispute Allegations: CUSTOMER ALLEGES RR TOLD HIM VARIABLE ANNUITY CONTRACTS ISSUED ON 8/7/2006 & 8/28/2006 HAD A GUARANTEED DEATH BENEFIT EQUAL TO THE SUM OF THE TOTAL PREMIUMS PAID AND WOULD NOT BE IMPACTED BY WITHDRAWLS. RR ACKNOWLEDGES SHE PROVIDED INACCURATE INFORMATION REGARDING THE DEATH BENEFIT GUARANTEE. THRIVENT WAS NOT ISSUING COMPANY OF VA CONTRACTS AND ISSUING COMPANY IS NOT ABLE TO PROVIDE THE DB GUARANTEE AS IT DOES NOT EXIST. Damage Amount Requested: $27,381.50 Broker Comment: RR STATES SHE CONTACTED CARRIER'S CUSTOMER SERVICE NUMEROUS TIMES AND EACH TIME WAS LED TO BELIEVE THE PREMIUM WAS THE "GUARANTEED" DEATH BENEFIT. RR STATES SHE WAS NOT INFORMED WITHDRAWLS AFFECTED THE DEATH BENEFIT GUARANTEE.
Date: August 16, 2010 Category: Customer Dispute Allegations: CUSTOMER ALLEGES RR TOLD HER VARIABLE ANNUITY CONTRACTS ISSUED ON 8/7/2006 & 7/31/2006 HAD A GUARANTEED DEATH BENEFIT EQUAL TO THE SUM OF THE TOTAL PREMIUMS PAID AND WOULD NOT BE IMPACTED BY WITHDRAWLS. RR ACKNOWLEDGES SHE PROVIDED INACCURATE INFORMATION REGARDING THE DEATH BENEFIT GUARANTEE. THRIVENT WAS NOT ISSUING COMPANY OF VA CONTRACTS AND ISSUING COMPANY IS NOT ABLE TO PROVIDE THE DB GUARANTEE AS IT DOES NOT EXIST. Damage Amount Requested: $24,477.60 Broker Comment: RR STATES SHE CONTACTED CARRIER'S CUSTOMER SERVICE NUMEROUS TIMES, AND EACH TIME WAS LED TO BELIEVE THE PREMIUM WAS THE "GUARANTEED" DEATH BENEFIT. RR STATES SHE WAS NOT INFORMED WITHDRAWLS AFFECTED THE DEATH BENEFIT GUARANTEE.
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