LORENA ESCUDERO DE LEYVA REVIEW
This complaint was posted on NAS on 11th Jan, 2022 and is a permanent record located here: https://www.nameandshame.com/lorena-escudero-de-leyva-5YOKA/frauds-financial-documents-for-your-retirement-id5ye0c .
Frauds financial documents for your retirement
Had my mom call me during her insurance meeting and hide her phone (yes I made sure it is legal in Texas), and the Insurance Agent Lorena Escudero per the business card was trying to force my mom into a Medicare plan she cant afford. My mom asked multiple times for Advantage plans, and Lorena told her that her health NEEDS this expensive plan, and ask for her children to pay for it. After this she asked my mom about her retirement, which is off setting her income directly right now, and told her to give it all to her for the ”athena” annuity and she can claim her house as paid off to ensure monthly payments. We as a family have done our research previously, and we are all low income, knew she was pushing a sale. My mother needs a reverse mortgage, which was shot down my Lorena ”this amazing Financial Advisor Advisor” who had tv commercials. She is flat out refusing to give the options that people ask for and she basically tried to force my mother into a product we as a family believe are not correct for the situation. I understand trying to ”do right for you”, but when you are explained why she wont give you her money to lock in and giving insurance that is not affordable, maybe its time to move on to your next sucker. She is gold digging her clients.