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Mar 9, 2007 8:49 pm

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.

Thanks guys.

Mar 9, 2007 9:29 pm

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.

Mar 10, 2007 6:52 pm

Thanks a bunch Blarmston

Mar 10, 2007 9:56 pm