Tax-Free Retirement Concept - Walker v LSW
- Matthew DeSantos - LSW’s Senior Vice-President of Distribution and Business Development (himself a former insurance agent) - DOC 792 - p27
- (p165-167) - Tax-Free retirement, DeSantos Newletter
- Q Isn't it true, though, that one of the biggest hits for the Provider and Paragon product from a marketing perspective was tax-free retirement?
- A We emphasize different marketing strategies, but that is one of our core strategies, yes.
- Q Isn't it true that the tax-free retirement concept swept through the field of LSW's agents like a firestorm?
- ...
- THE WITNESS: I don't know that I would use those terms.
- ...
- Q You wouldn't use those terms?
- A I don't know that I would.
- Q Do you think they're appropriate to describe the success of the tax-free retirement strategy?
- A Just that the idea of it swept --
- Q That the tax-free retirement concept swept through the field like a firestorm?
- A It sounds like a little bit of hyperbole, but it's possible that someone said that.
- ..
- Q Okay. Is it possible that you said it?
- A I don't recall.
- ...
- A It was created by the marketing department. Yes.
- Q And it went out under your name?
- A Yes.
- ...
- Q And if you look at number four, don't you write that: By far one of the year's biggest hits, tax-free retirement, swept through the field like a firestorm?
2014 0423 – DOC 812 – Trial Transcript – Day 10 – Walker v LSW – 194p