Here are the compliance concerns/questions that I think we need to investigate (You may have already done this):
How did anyone know of Ms. Preston’s compliance link?
Does the sales person on the account have a history of compliance issues?
Who wrote the letter? The client or the Sales Rep.?
Did Jeanne forward you the letter from the client?
Who are the BRLI players invovlved?
My questions for each BRLI employee involved would be (including Gail Colon):
Confidentialy
--Did you ever witness/encounter a “bad attitude” by Ms. Preston during her employment with BRLI?
--Did anyone ever tell you that Ms. Preston had a bad attitude? If so who and when?
-- Did you ever say to anyone that Ms. Preston had a bad attitude? Who did you tell and when?
How did anyone know of Ms. Preston’s compliance link?
Does the sales person on the account have a history of compliance issues?
Who wrote the letter? The client or the Sales Rep.?
Did Jeanne forward you the letter from the client?
Who are the BRLI players invovlved?
My questions for each BRLI employee involved would be (including Gail Colon):
Confidentialy
--Did you ever witness/encounter a “bad attitude” by Ms. Preston during her employment with BRLI?
--Did anyone ever tell you that Ms. Preston had a bad attitude? If so who and when?
-- Did you ever say to anyone that Ms. Preston had a bad attitude? Who did you tell and when?