1) Well, more evidence she gets her annuity riders mixed up. I was trying to update her Winter Workshops flyer and she wanted me to add another bullet point under the Annuity workshop in 10-February-2010. So I threw out 'Guaranteed Income' and she immediately responded that it's not guaranteed past 85 years of age. WRONG. American Legacy does have a rider that does guarantee income for life, but there are stipulations. HK actually had to squeeze that comment, because I'm not as familiar with the American Legacy Products (eg. riders.) Eventually, we came into agreement to put Income4Life.
2) Apparently now, we have to put a sticky post-it note on the folders with directions to 'SEE SIGNATURE FOLDER'. Apparently, it is not enough that there is a Signature folder alone for Boss to see. The Signature Folder contains documents that need the clients signature (ie. AIF, Applications, etc.) I would honestly have to think that just having a Signature Folder alone in the group of folders (which by the way we put in the very front) is enough to merit that a Signature is needed.
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