@pyrofuego wrote:
I triple- and quadruple-check those sections after I finish writing them, because the last thing I need after going through the hassle of rehashing everything multiple times is to accidentally make a contradictory statement that gets the whole thing rejected.
I had that thing happen to me and despite my detailed answer, I was still asked, "But why did you say the FSR did not
ask for your personal information and your goal." I said because he spent time in describing his recommendation and explaining the chart. During the 40 minutes I was there, he did not ask any personal information. All I provided was the scenario.
So the next question was what personal information did he ask. And how did he make his recommendation correlate with the personal information you provided. I said N/A. It came back to me saying N/A cannot be accepted as an answer. So I said the FSR did not ask any personal information. I used the scenario that I had $100,000 to invest and he did not ask my marital status or age but went ahead and made his recommendation.
I said a prayer, "Please let this stop." And that was it. It stopped!
I was thinking they probably wanted me to contradict my earlier answer.