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Old Jan 23, 2024, 01:20 PM
delightful delightful is offline
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Member Since: Feb 2020
Location: United States
Posts: 481
HI,

So, here's a twist: About twenty-five years ago, I put $10,000 into a retirement account. The financial advisor did everything wrong. When I hit 71.5 years old, I had to start taking withdrawals. The advisor didn't notify, or send the forms. When I finally got him to send the forms, I filled them out, sent them to the address on the business card. A few months later, they were returned. His address was wrong. I figured, 'oh well,' and got on with my life. seven months ago, I got a letter from California saying that if I didn't contact them, they'd put the money into the state. Yes, they do that to make sure you're still alive. Unfortunately, I didn't see the letter until a few days ago. But, I got a quarterly form letter telling me from the fund telling me what my investment was worth. I was going to have to deal with the idiot, but that's enough money to put up with him. Anyway, I someone new to deal with. Shock of shocks! This guy was good. He was at home when I called him, and he asked me to call him the next day at ten in the morning. (no robots, no menus. He said, yes, the previous guy did a bad job, notified California, fixed the fund for automatic disbursements. Some of it was eligible to be withdrawn now, did I want it? Oh, yes! I need to spend a fortune on teeth, and Tom's truck is on it's last legs. A week later, I got a check in the mail. Moral: there are good people in the world. Of course, that's the sort of service we should always get. And I'm okay with robots if I can figure out how to deal with them, or if I can get a human when dealing with the robot doesn't work.

Good wishes to you. R, may you get one of the good ones in your insurance company. They do exist.

Hi, Square Peg, I haven't checked your website in a while. I'll go take a look at DevianteArt.
Thanks for this!
SquarePegGuy