lostdude said:I asked specificly about estate planning and she touched on it briefly but she said there is law preventing her from actively helping folks moving assets to qualify for medicaid. Can someone confirm?yeah its call unauthorized practice of law, which is why they must refer you to attys.

if you are interested in estate planning, going to anyone OTHER than an experenced estate planning attorney is a waste of your money.

I would like to thank and bless the OP (for mistyping his password and thus undigging a gold mine) and all the other contributers to this topic. Following all your sagely advice and invaluable tips, and after much needless ado, today I am glad to announce that 2 glorious AMEX Gift Cheques (one for U.S.$50 and another for U.S.$25) arrived in my humble mail box. They will be on their happy way into my bank account on Monday. What a truly blissful sight to behold!

HAPPY EASTER TO ALL!

What the heck??? I still haven't gotten a call from them to schedule the consulation.

Do you know how to contact them if I did not get the AMEX gist check. I met with an advisor over a month ago and have yet to receive anything. I checked their website and could not find a way to contact them.

didYOUsearch said:Milk em for the free gift check, but DO NOT signup for their services.

Here is my experience.

1) Found that suggestions on this thread such as the above
(f.i., to avoid signing up) were excellent advice.

2) That I also met with a fairly inexperienced 'advisor'
who was extremely well versed in the company sales patter
and outlook (vis a vie potential client).

3) That the meeting ran two and a half hours rather than
the expected 45 minutes. (Largely my fault, because I
wanted him to provide a 'solution' to my investment
problem. This opened the door to dragging it out...
which he appeared to like (probable reason: the longer
the 'consulatation' goes on the lower your sales resistance).

4) When I tried to confirm with the advisor that I would
be getting my $75, he claimed that he knew nothing about it.

Ameriprise claimed that they could not simply pay me $75
because the offer did not come from them and was probably
originated from one of their referring organizations.

They therefore requested that I FAX them full documentation
regarding the $75 referral offer. Immediately upon FAXING
them, I began a 2-day campaign of...now that you got what
you wanted...make sure that I now get what you promised.
The check came right away.

Unflavored said:What the heck??? I still haven't gotten a call from them to schedule the consulation.

Don't give up yet Unflavored. Like you, I had not heard back from anyone for the longest time (about a month). I just had given up all hope and decided they didn't want me, when I got an e-mail last Friday and a call last Saturday from the advisor. I already had my meeting on Monday, and at the end of my meeting (which was pretty pleasant and fairly harmless... he didn't try to push me at all but it might have helped that I mentioned in the beginning that I don't really have that much money to play with right now, I probably have a negative net worth what with just being out of school, and I'm sorta a control freak when it comes to things), asked him if they were still doing the $75 check offer. He said he would fill out the paperwork needed, and then I mentioned that I was just wondering because it had been such a long time since my request. He said that he actually noticed that today as well; right before our meeting, I guess he looked at the e-mail that he was sent, and noticed that while the e-mail was sent to him on Friday, there was a date somewhere in the e-mail that said March. Apparently, he had e-mailed me within an hour of receiving the e-mail so there must be some kind of delay in the internet to e-mail system? Not sure, but hang in there.

You people are taking liberties with the English language here.

They are not advisors, they are commissioned salespeople.
If you insist on using the word advisor, at least put it in quotes.

Ameriprise "advisor".
or
Ameriprise advisor (so called).

Or some variation of the above.

/rant off

Just signed up, we'll see if this is still ongoing.

Anyway, I am actually interested to listen to some FP advice. My mom is a FP back in my country, so I won't mind learning a bit about FP here in the states so I can talk to her about it. 75 bucks won't hurt too!

(Of course, no way they are going to touch any of my....uh....assets!)

thejdog said:I'm a little POd at these guys. I met with my "advisor" mid-march and I have no $$ to show for my troubles.

I posted the inside phone # a few pages back but all I get is a message with no return phone call.

I'll tell you one thing, if they think I'm just gonna say eff it and forget about the whole thing they're wrong.

I hope you got the incentive. I had a mid March appt. too. I tried your number and got a recording. Then I called 800 801 8382. They are sending me a voucher that has to be signed by the advisor to verify that the appt. took place. This mix up is the fault of the Ameriprise promotions department by not sending out a voucher for me to take to the consult. It should have been done back in March.

Met with advisor in first wk. of June, got $75 in mail last week. Pretty smooth.