Thursday, July 16, 2009

1) On Wednesday, Client AH called when Boss was in a meeting and had a complaint that she thought that her $500k variable annuity was guaranteed when it has lost a couple hundred thousand. HK took the message and wrote it on the board. The next day Boss was upset that HK should have either interrupted her clients meeting or told me to tell her before I left. Comment: Per our in-house procedures, HK wrote it on the board. Boss probably did not read the board nor did she really have an intention to call her back. AH has been calling for 2 weeks and Boss has not called her back (ie. one of the weeks was because Boss was on vacation.)