Jane_Doe
Recycles dryer sheets
Hey guys,
I was just going thru my pile of mail and came across two questionaires (one for DH and one for me) from Nationwide (our life ins. is w/them). The cover letter staing that according to SEC regulations that they need to update info on our files. (NOTE- it is a universal life policy that includes a small amount of money set aside for future payments as policy price goes up - dumb, I know - please don't get on the soapbox on this one - I plan on dumping it and getting our money back out as soon as we hit the FI #)
Anyway, the point is the questionaire asks -ANNUAL SALARY & Household income, NET WORTH, and LIQuid Net Worth, plus Tax bracket! This is not any of their business and I will not be sending it in. And the back side asks questions about Risk Assessment and Investment Objectives! It really irks me that they use this excuse of mandatory update of info as an excuse to try and squeeze out private info from us. Reminds me of spam/phishing that you would expect on the internet. I think I may call our agent and give him a piece of my mind on this.
I'd better get back to my pile of paperwokr now but I just needed to vent!
Have a good day!
Jane
I was just going thru my pile of mail and came across two questionaires (one for DH and one for me) from Nationwide (our life ins. is w/them). The cover letter staing that according to SEC regulations that they need to update info on our files. (NOTE- it is a universal life policy that includes a small amount of money set aside for future payments as policy price goes up - dumb, I know - please don't get on the soapbox on this one - I plan on dumping it and getting our money back out as soon as we hit the FI #)
Anyway, the point is the questionaire asks -ANNUAL SALARY & Household income, NET WORTH, and LIQuid Net Worth, plus Tax bracket! This is not any of their business and I will not be sending it in. And the back side asks questions about Risk Assessment and Investment Objectives! It really irks me that they use this excuse of mandatory update of info as an excuse to try and squeeze out private info from us. Reminds me of spam/phishing that you would expect on the internet. I think I may call our agent and give him a piece of my mind on this.
I'd better get back to my pile of paperwokr now but I just needed to vent!
Have a good day!
Jane