Transfer Block

[Experienced Agent]

Are you interested in never having to worry about you account balance decreasing due to a market retraction? Would you be interested in earning interest based on a portion of the markets positive performance? Does your account as it stands today accomplish those goals? What would you like to do to correct that?

You've completely missed the objective. The sale is already made. The statements you refer to are basic sales statements to sell an indexed annuity. My question or request is in regards to addressing the potential for Edward Jones broker to scare, intimidate or coerce the client to not follow through with the transfer after the broker receives transfer documents. If you've got something regarding that issue, i'm happy to here it.

 

[KRobby]

Solid idea, however, you can probably do that because I'm guessing that you're securities licensed. Most on this board are not and probably shouldn't be pointing out anything relative to a specific mutual fund.

Great point, didn't think of that.

You've completely missed the objective. The sale is already made. The statements you refer to are basic sales statements to sell an indexed annuity. My question or request is in regards to addressing the potential for Edward Jones broker to scare, intimidate or coerce the client to not follow through with the transfer after the broker receives transfer documents. If you've got something regarding that issue, i'm happy to here it.

If the client doesn't follow through, the sale isn't made. He answered your question.

 

[Norwayguy]

You've completely missed the objective. The sale is already made. The statements you refer to are basic sales statements to sell an indexed annuity. My question or request is in regards to addressing the potential for Edward Jones broker to scare, intimidate or coerce the client to not follow through with the transfer after the broker receives transfer documents. If you've got something regarding that issue, i'm happy to here it.

I'm sorry your first sentence of your first post was "I am preparing the write" which does not sound like you even have a signed app.

 

[Experienced Agent]

I'm sorry your first sentence of your first post was "I am preparing the write" which does not sound like you even have a signed app.

I know its so very important for you to be right. But once again you simply failed to answer the initial question. WTF!!! I was just trying to get some feedback from the forum on how to address the inevitable issue that comes up when money is leaving a company like EJ. Newby was on the right track and demonstrates the potential problem we face when writing these deals.

That you would pick apart the present or past tense of when the paperwork is signed is not relevant. You and Tahoe can win these arguments, that seems to be a primary purpose for many on this forum. The question is often long forgotten. You haven't answered and I'm sure you won't now. You'll undoubtedly focus on further beating this tangent into the ground. Have fun!

FYI - I don't always write the app just because I can. Often I want to set the stage for a successful transaction and a successful long term relationship with my clients. Google the story of the old bull and the young bull and maybe you will understand better.

 

[Norwayguy]

I know its so very important for you to be right. But once again you simply failed to answer the initial question. WTF!!! I was just trying to get some feedback from the forum on how to address the inevitable issue that comes up when money is leaving a company like EJ. Newby was on the right track and demonstrates the potential problem we face when writing these deals.

That you would pick apart the present or past tense of when the paperwork is signed is not relevant. You and Tahoe can win these arguments, that seems to be a primary purpose for many on this forum. The question is often long forgotten. You haven't answered and I'm sure you won't now. You'll undoubtedly focus on further beating this tangent into the ground. Have fun!

FYI - I don't always write the app just because I can. Often I want to set the stage for a successful transaction and a successful long term relationship with my clients. Google the story of the old bull and the young bull and maybe you will understand better.

Sorry your so touchy...If you were as experienced as you believe you are the answer is simple. Have a friendly broker and ACAT the account over to another brokerage account and then move the money, now you don't have to fight EJ, but then again I don't tend to have these problems I tend to drive the wedge and keep the other guy out.

 

[AnonymousOne]

I know its so very important for you to be right. But once again you simply failed to answer the initial question. WTF!!! I was just trying to get some feedback from the forum on how to address the inevitable issue that comes up when money is leaving a company like EJ. Newby was on the right track and demonstrates the potential problem we face when writing these deals.

That you would pick apart the present or past tense of when the paperwork is signed is not relevant. You and Tahoe can win these arguments, that seems to be a primary purpose for many on this forum. The question is often long forgotten. You haven't answered and I'm sure you won't now. You'll undoubtedly focus on further beating this tangent into the ground. Have fun!

FYI - I don't always write the app just because I can. Often I want to set the stage for a successful transaction and a successful long term relationship with my clients. Google the story of the old bull and the young bull and maybe you will understand better.

Take your concerns and attitude elsewhere, then change your name to fussy sensitive agent.

 

[Justin Bilyj]

I agree with Newby, shoulda wedged the guy out, rehearsed the firing, and even gave her a summary of reasons why this would be a great idea.

You must button up your sales...

 

[GreenSky]

Can't help but wonder why such an "experienced agent" would ask this kind of question on the forum. Can't help but wonder if the experience is in another field.

Rick

 

[Norwayguy]

I agree with Newby, shoulda wedged the guy out, rehearsed the firing, and even gave her a summary of reasons why this would be a great idea.

You must button up your sales...

I like submitting with the transfer paperwork a letter of instruction from the client to one give me written permission to get information on the status of the transfer and that the customer wants to waive all conservation efforts as the customer has made their decision in consultation with their legal tax and financial advisors and that the customer wishes to put on the companies do not call list for the company and agents and agencies along with some other stuff.

 

[Experienced Agent]

I like submitting with the transfer paperwork a letter of instruction from the client to one give me written permission to get information on the status of the transfer and that the customer wants to waive all conservation efforts as the customer has made their decision in consultation with their legal tax and financial advisors and that the customer wishes to put on the companies do not call list for the company and agents and agencies along with some other stuff.

That's helpful, I appreciate it. Its been a couple years since I've focused on annuity sales, so I'll take every bit of info I can get. I'm looking forward to more interaction on this forum