When my mother -in-law passed away in december We began to process her estate holdings. She had a large sum in an Anuity with Keyport Life (part of Sun Life Financial). Upon her passing, Sun Life was obligated under Law to release the funds to us without penalty or fee as the named benificiary on the account. They instead, CHANGED the account to name the Beneficiary as the primary Account holder.
Now they want a 17% surrender fee to close the account. Keyport Customer Service will not admit any errors or wrong doing. This Company is INCOMPETANT and have mis-represented themselves as customer oriented.
They are thiefs and liars. DO NOT DEAL With them.
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