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Anonymous

19 Jan 2023

∙

My FA is always asking me to sign up for a savings plan. How do I reject her?

For the past 2 years, she has been promoting a savings plan/ endowment plan and I have read on Seedly and elsewhere that the money can be better kept elsewhere.

I currently have an endowment plan with another inst. and I think that is stuff- but she doesn't know that, and so I have been rejecting and telling her "not now" and not necessary, but it has been 2 years and she doesn't get the hint. I just don't believe in locking it up for 10/15 years for the sake of having a savings plan.

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Discussion (9)

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YOC

01 Feb 2023

Tell her honestly - save her the trouble and yourself. but tell her to keep you updated of other plans in future.

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Seedname

27 Jan 2023

Just NO

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Seedname

25 Jan 2023

Seen too many people who surrendered their plans prematurely so best to consider

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Just_Saying

25 Jan 2023

Why the customer need to feel bad rejecting a seller?

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SH

23 Jan 2023

Just tell her straight in the face that you are not interested, no need to give her reasons as she w...

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