#63 | Managing a Shadow Account Conversation

[et_pb_section bb_built="1" _builder_version="3.0.90" custom_padding="0px|20px|15px|20px"][et_pb_row custom_padding="15px|0px|27px|0px" _builder_version="3.0.47" background_size="initial" background_position="top_left" background_repeat="repeat"][et_pb_column type="4_4"][et_pb_text _builder_version="3.0.100" background_size="initial" background_position="top_left" background_repeat="repeat" background_layout="light"] A year or so ago, I worked on a case with a producer on an extremely successful financier with three degrees from Harvard, one of which was a JD. All went well and the producer placed a large Guaranteed SUL […]