Wednesday, July 1, 2009

1) Rep KN came in to have some 401k paperwork completed, because her clients are going on vacation. HK gave the AIF to Boss to sign and Boss almost signed over where KN was suppose to sign. HK pointed her finger and held it there so Boss could not see.
2) Rep KN noticed Boss was using the sunlight to read a document. KN even made a comment about being able to do this business working from a wheelchair, but to not see, there's no way she could do this business. KN also made an analogy with her mom having Lasik.
3) Boss changed her mind about doing the statement for the WAH individual from yesterday.