Annuity Trails at Wachovia PCG

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Mar 20, 2009 9:52 pm

Just want to know when annuity trails pay under PCG, is it uniform (all monthly or quarterly) or vary by vendor? I was AGE and can't seem to get an answer in back office. Independents comments not necessary..

Mar 21, 2009 3:15 am

I'd be more concerned about the haircut you're all taking.



Mar 21, 2009 3:18 am

Annuity and mutual funds pay on the same schudule as before. Only fee based has changed . Use the Rep Workbook page to see just  what is paid each day and use the broker comp tab to review the month if you miss a day. It is all there just very different than before . Guys at WS hate it too.

Mar 21, 2009 3:31 am

ummm, about that haircut . . .

Mar 21, 2009 1:03 pm

What is the schedule for annuities and mutual funds?  What's the new schedule now for mm?

Mar 21, 2009 8:38 pm

WSxAG,

Did you not see my statement above about independent comments.  For now I will keep my 6% 401k match, deferred comp, pretax spending accounts, 1% T-12 Ad/marketing budget, and VIP visits.  At the end of the day not be concerned with paying staff and rent, lights, water and equiptment charges.  Not to mention the few nuts that come about in this market if there account is down 20%, if there was ever an issue I have a plane full of lawyers and legal team.