Well, I had better luck then some. Sorry about the long post, just wanted to share my experience in detail, maybe it would help someone.
CALL #1: I called two weeks ago and asked for an estimate of what my total bill would be if I cancelled. (I have 5 lines on a 1400 minute national plan + Data, messaging, next, etc...) I was very cordial and they tried to sell me on the Share Plans. I ended up getting $40 credit for the next 4 months and free messaging ($30 value) for 6 months. The rep still tried to sell me on the Share plans and told me that I should upgrade all of my lines using next and go to a share. This would cost me a LOT more than I was paying. DID NOT ASK FOR ANYTHING.
CALL#2: 3 days later, decided to downgrade to the 700 minute family plan and save $20 per month. They set it up to begin on the first day of my next billing cycle (February 8). DID NOT ASK FOR ANYTHING.
I decided to buy a Note 3 through the NEXT program, picked it up in an AT&T store last Friday.
CALL #3: Last Sunday, after the announcement of the new Value Share 10gb plan, called in and switched over to that instead of the 700 minute plan, asked for the change to be immediate. Call was short and sweet. DID NOT ASK FOR ANYTHING.
24 hours passed and plan was still the same on my online account manager. Decided to call in to check.
CALL #4: Monday, called in to check on the status of my account change. The rep said that she had no record of me wanting to change to the new Value Share Plan, she only saw the 700 minute plan change pending for the 8th of February. She apologized for the inconvenience and got the plan switched over and informed me that I would have the full 10gb to use over the next week. Very helpful.
I decided to use my Note 3 on a secondary line of my family plan, one that was only used as an upgrade line. The SIM card sat in a go phone in my desk drawer as a "land-line"/backup in the event that my primary line was not working or whatever. Since the Value Share Plan pools everything, I decided to use it for my new Note 3 and put my primary SIM back in my iPhone 5s. (dont hate on me) Unfortunately the SIM was to old for data usage, so off to the store I went to get a new SIM. Got a SIM and went back home, after 2 hours I only had 4G and NOT LTE on my Note 3. Decided to call 611 and get it straightened out.
CALL #5: Tuesday evening around 9, the rep I spoke with tried everything to get my data to work, nothing was working. I suggested that it could be the SIM, she agreed and said that she was so sorry for the inconvenience but I would have to go back to the AT&T store and get a new SIM. As I was on hold and she was trying to fix my data, I was reading the XDA forums and came across THIS thread. As she apologized for the inconvenience, I thought "hmm, its worth a try", and the following took place:
So I nicely said that when I called up two weeks ago (CALL #1) the Retention rep offered me a Note 3 through NEXT and a FREE Gear. I was not sure that I wanted a Note due to the size and told her that I wanted to handle it in a store, she said that would be fine, I would just have to call in, after the purchase at a corporate store, and they would honor the offer. I then told her that I bought the Note 3 and called in to collect my FREE Gear (CALL #3) and change to the new rate plan. I told her that the woman spoke English and said that "no such offer exists". I told her I was unhappy but tried once more to collect the Gear (CALL #4). This rep was very nice and said that she did not have the ability to extend such an offer and suggested I go to the store I bought the Note at. I then politely asked this rep (CALL #5) if there was anyway that she could help me, as I feel I am getting the run-around. She said "hold on a minute while I talk to my manager." I figured I was dead in the water, but what the hell, what did I have to lose. 5 minutes later, I have a Gear being shipped to my doorstep absolutely free with FedEx overnight included, it is on the truck out for delivery as I type. I guess I got lucky. Good luck to anyone else.