Related Posts
When receiving dinosaur equipment from the client…

More Posts
Who is reading?

What would you choose & why?

Additional Posts in Financial Advisors
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.



Do they typically appoint without submitting new business?
Yes. I've never sold a JH annuity in my life but I'm the rep of record of about 6 contracts.
You should be able to get a change of B/D agent signed once you're appointed with them. I'd also look into how much can be withdrawn now (10% plus gains usually).