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Business Profile

Retirement Planning Services

Lincoln National Corporation

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

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74 Customer Reviews

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  • Review from Raymond B

    1 star

    02/05/2025

    My company has this organization for there short term disability. I have my rheumatologist and my cardiologist because Ive had a heart attack and also 3 bad disks in my neck. I filed a complaint with BBB but because its medical they cant share info. But I wanted to just warn anyone dealing with this company that they were sent disabling info from both doctors. The state accepted the documents but they closed the claim for reasons unknown.I will be seeking an attorney to find out why and take any action needed. So beware because of filing complaint they will not talk to me my claim person was Gianna **
  • Review from John N

    1 star

    01/28/2025

    Should be no stars! This is the most pathetic and deceptive life insurance company you could ever use! Don't don't don't!!! My mother, of whom I'm executor of sole heir (myself) estate, after providing all required information since 6/24/2024, they still will not pay. Received email today saying we haven't done everything which is a farce. Then told us we had ********************* they'd turn over to state. ****** ******, who was supposed to "assist" us with resolution epitomizes the company's deception and potential fraud. Stay far away and notify anyone you know that has signed on with them. We're going to have to get an attorney to get payout that my mother sent aside for me. They are liers and cheats that make a terrible loss just worse! If I haven't said it enough yet, DON'T DON'T use them!!
  • Review from Garrett B.

    1 star

    01/05/2025

    Lincoln has a history of dragging the rollover process along for several months. This causes customers like me to miss out on favorable market conditions and costs the customer tens of thousands in lost opportunities. I submitted the frequently updated distribution for in October, then in November (only after I contacted the company to determine the holdup), Lincoln informed me that they had yet another updated form. After completing the updated form in November and following up in December, still the rollover has not taken place. It is now, January 2025 and I am still awaiting the transfer of MY FUNDS from Lincoln Financial Group in ***************, *******. I would not recommend anyone get in bed with this company....they don't tell you its a life sentence whether you like it or not.
  • Review from Edwin A

    1 star

    11/23/2024

    I have multiple retirement accounts at **********************. 1 of which is a **** ***. I wanted it moved to another institution but somewhere along the way the account numbers got messed up and they sent my regular ***. So I called them and they sent me a form to fill out to get the money back (into the annuity). Filled out the form September 30, 2024 and emailed it in. I hear nothing for a couple of weeks and the money is still there. Called Lincoln again, and again and again. Well we mailed the request, the other institution we received the request form but need a Hold Harmless form, so the other institution called initiated a 3 way (with me) call to Lincoln sort things out, including a fax number at the other institution to speed things up. Time passes, called Lincoln again told Oh, the last person filled out the request but forgot to check the action box. I did and will sent the form. Weeks go by the other institution text me what is happening?. November 21, 2024 called Lincoln again and get Well it is past 60 days we can do nothing. Ask for supervisor, Well one will call back in the next 2 business days. Uncooperative and completely unhelpful service. Dont seem to get anyones attention over there. Dont seem to get anyone to actually do anything. This should be a simple thing, surely other people have had this happen. Very aggravating to deal with. Sorry I ever put money there. Cannot give a zero star rating only reason they get 1 star.
  • Review from Alexander S

    1 star

    11/12/2024

    My father had passed Dec.21 2021 and im still waiting on them to pay out the claim. With every submission of documents they request, i get what they need and then they respond with more information is needed. I do believe that there is no intention of paying out anything. After i submit this review, i will be filing a claim with The State ************************** Best of luck to anyone that has to deal with this company.
  • Review from Greg L

    1 star

    11/08/2024

    I was recently out of work due to a health condition. Everything about their process made it difficult to file a claim. They were unable to provide electronic access to the claims portal. My case manager was unresponsive. And in the end they denied the claim despite having the documentation required. I'm out thousands of dollars.
  • Review from Nathan P

    1 star

    10/22/2024

    terrible customer service, will automatically deny any claim to see if they get away with it. obviously a terrible company to work for and i feel sorry for the employees and the positions their greedy corporate overloaded put them in forcing them to deny claims and teaching them not to research claims
  • Review from Judylynn S

    1 star

    10/15/2024

    They are deceptive. I had major surgery and was out on short term disibility. My surgeon will not clear me to go back to work yet so because I have been paying long term disibility through my job at ******* I was told when my short term ended it would rollover to long term especially since I have been having $35 taken out of my paycheck for a year. Now this company contacted me asked me a few questions than stated I would have to contact my health insurance provider & have them fax over paperwork, really why? That's there job & than stated this will probably be denied because it would fall under a pre existing condition! NO! it's not Sedqwick for short term had no problem, & the *** for Lincoln Financial also stated it would probably take about 45 days to get an answer, what???? So how do I paymy bills. Or eat or do anything especially when I have paid for this??? Thiscompany to me is a sham & should be investigated by the Insurance Commissioner for what bogus terms they have. And ******* should as well
  • Review from Stan B

    1 star

    09/27/2024

    Junk website. Incompetent employees. Will burn your time for little or nothing. These turnips have no blood. 60 days of back and forth. No results. My employer chose this company probably because they are cheap. And you get what you pay for. You have to wait 24 hours just to get a response from your case worker. And they are not gonna be helpful. Grind you down until you give up. But Lincoln Financial will still be raking in the premiums. Should be a law against crooks using Honest Abes name to make themselves look honest!
  • Review from Spencer C

    1 star

    09/16/2024

    Called their "help line" 3 times in the last hour and have had the automated system hang up on me each time when they are supposed to be sending my call to a representative. I've waited 30 minutes now with no call back, not that I expect one. Without my prior knowledge, they have put my *** funds into some annuity that pays out about 0.1% each month with a 0.1% fee per quarter. Also, it appears to be impossible to change my investment from this scam of an "investment", at least without successfully navigating their phone line. To be clear, their annuity seems to be paying off at a 1.2% interest per year (but they get to keep a 1/3 of that) in a time period where I could go to any bank or broker and get a 4.5% - 6% CD or high yield savings account. This means that Lincoln is making at least 5% on my money while I make 0.8% during a historic bull market. All without my prior approval or, apparently, any ability to actually change it. I have investment accounts with 3 other brokers and have never dealt with such negligence/incompetence.

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