I have done two of these shops so far, and have two more to complete. Each is for a different broker.
When I arrived at the second shop on Tuesday there were three people in the room. Two of them were from the brokerage. The third was a representative of the insurance company, and THE SAME PERSON that was at my first shop. He gave me a raised eyebrow, but didn't say anything. At the beginning of the presentation he stated to the group that he was there to record the presentation "for quality control purposes".
I disclosed everything in the report, then asked the MSC what I should do if I run into the same company representative another time. The response I got showed (that there may be a different broker than the one on my paperwork) showed that the person hadn't completely read the question. I tried again. This time the response was along the lines, of 'if you have the same broker get his card and report it as a no go'. Again, not the information I needed.
I'm trying a third time, but I'm not confident this one will be any better. What would you do?
Happiness is not a goal; it is a by-product. Eleanor Roosevelt