When I was selling anuities the best advice I received from my trainer was keep your E&O inforce and document everything. Seniors remember they’re supposed to get an 8% return but, they will not remember the penalties and fees for early withdrawal. And if they don’t sue you their children will.
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When I was selling anuities the best advice I received from my trainer was keep your E&O inforce and document everything. Seniors remember they’re supposed to get an 8% return but, they will not remember the penalties and fees for early withdrawal. And if they don’t sue you their children will.