Agent Arrested and Convicted for Selling an Annuity.

[Arthur Rudnick]

originally posted by proadvisors

Glen turned Ed down for a date...

Not true,
they went out last week..................

 

[CALTCAgent]

The reply brief has been filed as well as the Amicus Curiae brief filed by the Society of Financial Services Professionals.Both law firms did an outstanding job.

She had no POA, nobody told you anything, but you were supposed to know.

They show a video, 3.5 years after the fact. They had interviewed her right after the sale and let the sale stand.

She had access to the majority of her money, never needed it and you passed in place suitability standards.

The case is absurd.

Hope your attorneys can do a good job!

 

[Norwayguy]

She had no POA, nobody told you anything, but you were supposed to know.

They show a video, 3.5 years after the fact. They had interviewed her right after the sale and let the sale stand.

She had access to the majority of her money, never needed it and you passed in place suitability standards.

The case is absurd.

Hope your attorneys can do a good job!

It's California.....Need we say more.....Also Glenn if this ever gets reversed will you stay in California?

 

[xrac]

She had no POA, nobody told you anything, but you were supposed to know.

They show a video, 3.5 years after the fact. They had interviewed her right after the sale and let the sale stand.

She had access to the majority of her money, never needed it and you passed in place suitability standards.

The case is absurd.

Hope your attorneys can do a good job!

Totally absurd!!!!!! However, 60% is a passing grade on the insurance licensing exam in CA which is also absurd.

 

[djs]

Totally absurd!!!!!! However, 60% is a passing grade on the insurance licensing exam in CA which is also absurd.

Actually, its 70%...


but its graded on a curve

 

[xrac]

Actually, its 70%...


but its graded on a curve

That is still absurd.

 

[bobson]

Actually, its 70%...


but its graded on a curve

California can't hurt anyone's feelings I guess. Do they have affirmative action for insurance licensing?

 

[proadvisors]

No they have someone smart take the test for you if your income and iq are. below a certain threshold. You also have a government free leads program. Lol jk obviously.

 

[scagnt83]

No they have someone smart take the test for you if your income and iq are. below a certain threshold. You also have a government free leads program. Lol jk obviously.

yep, they are called obamaleads. anyone in CA who signs up for obamacare has their info sent to newly licensed agents as leads!!

 

[Arthur Rudnick]

Click here: ProducersWeb - Annuities - Glenn Neasham, dementia and a potential solution to protect agents who sell to seniors