Tuesday, 15-December-2009

1) Boss made JG run to Toys R' Us for the Zhu Zhu pet. Unfortunately, they ran out prior to him getting there. NOTE: What other personal errands is she going to ask him to do?

2) Boss blew up today when a 401k applicant at BE didn't have paperwork. She came in our office and told HK and I, "How could we drop they ball on this." The reality is, there is no paperwork and the 401k participant has to sign all their paperwork through payroll. Boss calmed down when she realized the applicant had no money.

3A) Boss is doing a 1035 exchange on 3 of her own annuities. HK asked her if she was going to purchase at NAV and Boss did not understand why she would do that. NOTE: She's doing that to save on commissions.

3B) Boss may want to process 1035 on herself to help boost up her revenue, so that she can be closer to VIP. NOTE: Considering revenue has been hurting as bad as it has, I doubt she's even close to the revenue goal to qualify.