Have clients who want out of fixed annuity with SF into a VA. Problem is, they are being paid a 10k+ interest payment in June. I do not know if this is a partial or lump sum payment. I'm trying to figure out if they move the policy, will they be forfeiting 10k+ or interest in the next few months leading to June.
Get the clients on the phone and do a conference call to the annuity carrier. After client gives their permission, you can ask any question you may to get info on their account.