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    Allstate Insurance: Jason Plumb

    5.0 (1 review)
    Closed 8:30 am - 5:30 pm

    Services - Allstate Insurance: Jason Plumb

    Car and truck insurance

    Life insurance

    Homeowner or property

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    Vehicle

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    10 years ago

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    Ask the Community - Allstate Insurance: Jason Plumb

    Horace Mann

    Horace Mann

    (17 reviews)

    I was a loyal Horace Mann Retirement account holder for 23 years. Being an educator ( now retired)…read moreI liked the educator focus. Since I started in 2002 my fived accounts earned 4.5%, a decent rate. I made my initial allotments of investments with the help of my representative and over the years, exercised more and more personal choice their in allotment. The initial problem as I see it is that they had a hard time retaining quality representatives. I had several over the 23 years, none for more than five years strait. When my best advisor left them in 2022, I had just started retirement. While living in Wisconsin, my rep was in New Jersey. Never heard from him personally for 3 years. My final advisor was a nice young man with an outgoing personality. However, he lacked the knowledge to give meaningful advice. When I asked him about RMDs and how I could strategically retain the most of my life savings, he suggested that I buy an Indexed Universal Life policy from...Horace Mann. I was floored that, given three weeks to come up with a plan, this was his best shot. I immediately started looking for a new company to handle my investments. Fast forward 3 months, I finally sat down with my new company to initiate the rollover. Horace Mann's procedure to transfer funds was convoluted, archaic ( paper forms) and ridiculously slow. So slow, in fact, that it took THREE MONTHS for my accounts to all finally make it to my new broker (in the form of paper checks). So much for customer service. Bottom line- if you want inconsistent and incompetent advice, coupled with glacially slow administrative procedure, Horace Mann is the way to go. I wish I had changed firms earlier despite the decent fixed rate. Do yourself a favor and look elsewhere.

    They may be very prompt in getting people quotes and knowledgeable about their products, the…read moreproblem is the payout. They will keep you waiting for as long as legally allowed. They are the only ones with a mailing system that takes up to 15 DAYS even though the packages are put in the mail, that day. We are still waiting for a package to go from Indianapolis to Minneapolis. If you want your beneficiaries to have to fight with a company. This is a great one for that.

    Allstate Insurance: Jason Plumb - homeinsurance - Updated May 2026

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