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Q. Will I have an opportunity to meet with my financial professional to review my current financial plan, accounts, or policies?
Yes. Definitely. At a minimum, you will be contacted by our office (usually via email) at least once a year to schedule a time with your financial professional to review and update any plan or policies.
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Q: What do I do if I need to change my contact information?
The easiest and most efficient way is to email us at service@lmfg.net
Be sure to include any updated information including home/work/mailing address, home/work/cell number, or email addresses. It is also helpful to note your communication preferences.
If you need additional assistance, please don't hesitate to call us directly at (405) 562-4525.
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Q: How do I get a distribution from my investment account sent directly to my bank account, and how long does it take?
A Standing ACH Authorization or Money Movement form is needed. These create a link to your bank allowing us to send money directly to or from your investment account to your financial institution. Once the link is established, your distribution will take 24 to 48 hours to reach your account. If you do not have this form on file, it can take 3-5 business days for the form to process and the link to be “live,” then an additional 24 to 48 hours to reach your account.
For IRA Distributions we also have the ability to establish standing tax withholding elections in your IRA which creates a link to your bank and allows us to send RMD’s and other income needs directly to your bank upon request. Monthly withdrawals are also available to have the funds sent to you periodically.
All distribution requests must be requested verbally. The best way to request a distribution is to call our office at (405) 562-4525.
If you do make a request through email, please expect a call from someone in our office to confirm your request.
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Q: What does my beneficiary do if I pass?
Make sure your beneficiary has your financial professional’s contact information. Please reference the "Instructions to Beneficiary" information which was provided to you at the time your insurance policy was issued or your investment account was opened. If you cannot locate it, please email us at service@lmfg.net for an additional copy.
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Q: What do I do if my bank draft information changes?
You will need to complete a new Standing ACH Authorization or Move Money Form depending on your service type.
The easiest and most efficient way is to email us at service@lmfg.net Please be sure to include your account or policy numbers if available.
Please note, the signed form must be received 10 business days before the current draft date OR requested draft date.
