easysurfer
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jun 11, 2008
- Messages
- 13,177
Well, I got an email from my fee-only planner today.
But I don't know if I'm gonna answer back or not. This email came about from me a several days ago emailing my insurance agent about my LTC coverage. The agent was referred to me by the planner a few years back.
Originally, I emailed the insurance agent's company asking about automated payments to my LTC policy. Then I got a return email saying pretty much, .." call me about the payment options, and we can discuss about the upcoming LTC rate increase" I've ignored the email as since them, I'm leaning towards cancelling the policy, and readdressing LTC in the future
http://www.early-retirement.org/forums/f28/is-a-hybrid-a-good-idea-57916.html
So today checking my email I get a note from my fee-only planner, subject..."touching base on the LTC rate increase", saying pretty much.."the agent talked to her, and the planner is touching base with how I'm doing. And, I'm I doing okay in my portfolio, my investments? More than welcome to contact planner for a second opinion.."
Personally, I really don't want to talk to them. Maybe in their "expert opinion", they mean well, when they want to talk and discuss...But I'm pretty much content in my own decisions. I think that's the difculty in other opinions when it comes to money. I really don't wish to get into a discussion with my planner or agent about the Pros/Cons of keeping LTC coverage or not now or if my investment allocations etc. with my planner.
Your thoughts?
But I don't know if I'm gonna answer back or not. This email came about from me a several days ago emailing my insurance agent about my LTC coverage. The agent was referred to me by the planner a few years back.
Originally, I emailed the insurance agent's company asking about automated payments to my LTC policy. Then I got a return email saying pretty much, .." call me about the payment options, and we can discuss about the upcoming LTC rate increase" I've ignored the email as since them, I'm leaning towards cancelling the policy, and readdressing LTC in the future
http://www.early-retirement.org/forums/f28/is-a-hybrid-a-good-idea-57916.html
So today checking my email I get a note from my fee-only planner, subject..."touching base on the LTC rate increase", saying pretty much.."the agent talked to her, and the planner is touching base with how I'm doing. And, I'm I doing okay in my portfolio, my investments? More than welcome to contact planner for a second opinion.."
Personally, I really don't want to talk to them. Maybe in their "expert opinion", they mean well, when they want to talk and discuss...But I'm pretty much content in my own decisions. I think that's the difculty in other opinions when it comes to money. I really don't wish to get into a discussion with my planner or agent about the Pros/Cons of keeping LTC coverage or not now or if my investment allocations etc. with my planner.
Your thoughts?