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Message
re: Fixed index annuities
Posted on 6/6/19 at 9:39 am to Janky
Posted on 6/6/19 at 9:39 am to Janky
Everything on a whiteboard. No written literature. Tony Robbins type presentation. Realistically they set up meetings and plan to close a certain percentage. It went as I expected. I just have to weed out the opportunist but I have time.
2
Posted on 6/6/19 at 9:40 am to done dancing
Wow. Was this done out of the back of a van? Good luck.
This post was edited on 6/6/19 at 9:41 am
Posted on 6/7/19 at 6:20 pm to done dancing
Can you tell us more about the meeting? And how did you run across the person you met with? Was this the first meeting with them?
Personally I'm not as turned off by the whiteboard stuff as others here. I know I occasionally draw out concepts or how things work. If it was the first meeting and they knew nothing about you, I'd frankly be more concerned with a pre-made illustration.
I personally don't feel comfortable making a recommendation until 3rd appointment. Occasionally 2nd meeting if the needs are super simple.
Did they talk about anything besides a FIA? I don't see how the FIA only reps convince anyone they have the right solutions. The 222 guys are even worse.
Personally I'm not as turned off by the whiteboard stuff as others here. I know I occasionally draw out concepts or how things work. If it was the first meeting and they knew nothing about you, I'd frankly be more concerned with a pre-made illustration.
I personally don't feel comfortable making a recommendation until 3rd appointment. Occasionally 2nd meeting if the needs are super simple.
Did they talk about anything besides a FIA? I don't see how the FIA only reps convince anyone they have the right solutions. The 222 guys are even worse.
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