To our valued clients:
We learned a lot by living through the second year of the pandemic. We are really pleased that we have provided the support and security needed for your investments. One thing we learned was how critical it is to have systems that effectively provide that security since we were working from home much of the time.
To continue to provide the best possible service, we have reviewed our system and have added some technology that improves the flow of information throughout our system so that you can be assured that we can quickly and easily follow up on issues that you might want dealt with.
Arnie Sr. is fully retired from UPA & Lifetime Planning and living down in South Carolina working with UWAG, so to assure that you have your account serviced appropriately, please contact the associate that has been assigned to your account. Other than this change, our team remains the same and will continue to be here for you in the future.
The best way to schedule an appointment or quick call back is by clicking the Calendly link in all of our email signatures or visiting www.LTPlans.com. You can find a time that works for you without any phone tag.
We really appreciate your trust.
The Team:
Arnie Jr.
Comprehensive financial planning, Life, Disability & Long-term care
Arnie4@LTPlans.com
Nicole
Comprehensive financial planning, Life, Disability & Long-term care
Nicole@LTPlans.com
Kasy
Comprehensive financial planning, Life, Disability & Long-term care
Kasy@LTPlans.com
Ginger
Address/beneficiary changes; deposits/withdrawals; scheduling appointments
Ginger@LTPlans.com
Amy
Updates on new accounts, policies and rollovers
Amy@LTPlans.com
While we are fine with you contacting us the way you feel most comfortable, here is some information that will streamline the process:
1. Use email for correspondence for a faster response
2. Please call the main office phone line only: 585-728-9191 – We do respond quickly to voicemails
3. Doing business over text is very difficult and our system cannot capture the activity as we do with email, if for some reason you cannot use email, please text the office number: 585-728-9191 rather than personal cells
4. Use Calendly to schedule an appointment (or call Ginger or Amy at the office line)
5. We can accommodate withdrawals & deposits with a five business day notice. We will do our best with less notice.
6. You can schedule your own reviews as needed (calendly) or you can request Ginger to set up an automated reminder for every 6 or 12 months