Northwestern Mutual is on my shit list today. I want to get a hold of my actual insurance contract. I want to review the full policy including all provisions and exclusions.
I log into the portal, but they don't provide the document anywhere on the website. I find a person listed as my "financial advisor" and email them. I politely ask who I should email to get a copy of my insurance document, as I want to review it. What follows is three emails where the guy repeatedly tries to get me to agree to a Zoom or phone call so he can make a sales pitch. He eventually provides a phone number, but it just leads to an AI agent that hangs up on me. When I point this out, he says that number is actually closed on the weekend. I ask if he can just email me the policy, but he says email isn't secure. I ask if I can get a copy of the policy sent to the official address on file, or if we can use their secure portal that they use for you to upload HIPPA-protected medical information. Haven't gotten a response yet. They try really, really hard to force you onto the phone. Anything to give another opportunity to make a sales pitch. I'm going to call them on Monday and just firmly and repeatedly ask for the policy document, refusing to give any reason why I want it. I don't want to sit through a sales pitch. They're required by law to provide a copy if asked, but they sure make it a hassle.