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VA Suitability Processes

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Oct 20, 2011 11:43 pm

I joined SagePoint  and am ready to tear my hair over the complex and nearly unfathomable processes required for the approval of a VA.  There is an eight page suitability form with what is billed as a VA Comparison Tool that adds another six pages.  I'm ready to go through the miseries of another transiton rather than repeat this process again.  I submitted the documents for pre approval, had a discussion with a guy in the Sales Supervision Department about the required changes and then implimented the changes, had the client sign the application and suitability form and have had a number of additional conversations about the things that need to be changed.

Is this process similar to what is done at your firm?  I'm hating this with a capital H.

Oct 26, 2011 3:39 pm

My previous firm (not Sagepoint) required similar paperwork. Disclosure, Disclosure, Disclosure.