Asked by Anonymous
Updated 3w ago
Upon logging onto see my policy details, I noticed that my RM who sold me the plan had changed. I was not notified of the change but I noticed a new name appear next to the contact information. I wonder if it is alright to drop an email to say Hi and introduce myself and let them know my financial goals. It does not sit well with me knowing that the only time of interaction is when you purchase a financial product and the next time you hear from them, is when the plan matures. :P Thank you!
It's up to you. If you need a review, sure. But they will start introducing products. So you just need to learn to say no and evaluate them properly. Sales talk more than normal chat imho
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24 Dec 2018