Client has a VA w Principal in an IRA Rollover account w high expenses and no other benefits. My B/D has a selling agreement w them, can I get listed as the servicing agent until it can be moved?

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Posting as :
works at
You are currently posting as works at

Do they typically appoint without submitting new business?

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Yes. I've never sold a JH annuity in my life but I'm the rep of record of about 6 contracts.

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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 I'd also look into how much can be withdrawn now (10% plus gains usually).

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Thanks in advance

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____________________
LTI (hybrid)
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Hi fishes
Need 11 likes to enable dm

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