American Express Membership Rewards - Best Current MR Promo for AMEX Financial Services Consultation?
nologic
Apr 1, 04, 12:42 pm
We have a wonderful American Express Financial Planner in the office across the hall from ours who would be very happy to conduct financial planning consultations by phone and email, etc. for anyone tyhat is interested and for whom financial planning is appropriate.
The current incentive ranges fromn 2,500 to 7,500 Membership Reward points.
You can email me with questions or to facilitate an introduction.
How do you set up the consultation? Thank you.
nologic
Apr 2, 04, 7:24 am
Sorry, duplicate.
Nologic, I can't give you any extra points, but I think I can give you an extra $25 (depends on what you think is better value) - see my thread at Coupon Connection (http://www.flyertalk.com/forum/showthread.php?t=258042).
Email or Private Message me. I'll have to air-mail you the coupon. It does say "offer cannot be combined with other offers or promotions" :( But perhaps you could have 2 consultations :D
There are two coupons available.
nologic
Apr 9, 04, 6:52 am
Here's the link from the AMEX wbsite that outlines the 7,500 point promo:
https://www64.americanexpress.com/om/comp/template/TemplateA.jsp
Complimentary Initial Consultation With an American Express Senior Financial Advisor.
Plus, Get 7,500 Membership Rewards ® Bonus Points.
As a Platinum Card® member, your level of financial success deserves special attention--the kind of attention you'll get from an American Express senior financial advisor. He or she is one of a handful of professionals whose tenure and credentials put them at the top tier of our company, and of financial advisors nationwide.
Accept this special invitation now.
By doing so, you'll meet one-on-one with a senior financial advisor who can give you a second opinion as to how well your current financial strategy is meeting your unique financial goals. During your consultation, you can also discuss specific financial concerns and take advantage of your advisor's knowledge in:
• Tax management • Wealth protection
• Portfolio diversification • Transfer strategies
• Retirement planning
Sign up here.
To schedule your complimentary initial consultation, simply provide the following information. An American Express senior financial advisor in your community will contact you to arrange a private meeting at your convenience. As a special thank you, you'll receive 7,500 Membership Rewards bonus points after your consultation.
Snowcap
Apr 9, 04, 7:49 am
You should be very careful about seeing an Amex financial advisor. FYI - Amex has recently been served with 3-4 class action lawsuits (which will likely be consolidated into one) regarding their financial advisors business unit. And here is the reason why: they are selling/pushing Amex mutual funds because it is their best interest, and the best interest of Amex, to push those funds over other non-Amex funds. Why? Because the rep. is compensated at a higher level when they sell Amex funds since Amex makes more money. Think about it for a minute - why would an Amex advisor have any kind of incentive to sell a mutual fund to someone when that fund is directly competing with Amex's own funds for share of investment dollars?
Snowcap
nologic
Apr 9, 04, 10:36 am
Well, I understand it's "buyer beware", but they have a good financial analysis software program that should be helpful.
Sorry that the above link doesn't seem to work, so go to:
http://travel.americanexpress.com/travel/platinum/resources/dining/
and then click on the botton on the right that reads:
"Special Offer for Platinum Cardmembers"