Tuesday, 25-August-2009

Boss was in a bad mood today, because a client called and asked why we sent i4Life Paperwork when the client had a Roth Variable Annuity. So Boss yells at HK, because apparently, we do not solicit i4Life for non-Traditional Annuities. Comment: I don't see what the fuss is all about. If the Variable Annuity makes sense for the client, it should not matter if it's Traditional or Roth.