Annuity Case

[VolAgent]

I've never heard of an annuity being denied because a client had too much liquidity. What is the logic there? Or did you mean the client doesn't have enough liquidity?

 

[Nate insurance]

They had over $50k in checking and savings. I guess Allianz thought it was a risk to them as they did not need annuity income and had many questions why did I have them in a 72t.