- Joined
- Jan 2, 2023
- Messages
- 2,778
Today, I had the privilege of assisting a client with surrendering a couple of annuities she's had a long time. She has annuities all over the place because she believed, as many people do, that diversifying means having your money hither and yon. She is consolidating and diversifying into a variety of financial strategies now with one financial advisor. I was so pleased when we got right through to the customer service lines of her insurance companies. We got their paperwork quickly which was also a blessing. It was definitely one of those small wins that makes your day!
So, that made me wonder, what was your favorite "small win" from the past week?
So, that made me wonder, what was your favorite "small win" from the past week?
I didn't get very far with it and stuck it in a drawer and forgot all about it. I found it last month and decided to work on it some more while watching TV in the evenings.