Selling 8th Edition by Stephen Castleberry,John Tanner

Exercise 3

You're an account executive for Wells Fargo Financial in Minnesota. You had an initial appointment with a customer, June, to find out what her goals were financially. The meeting went just like a typical first meeting should go and there was a beneficial product you could create for her. However her husband could not meet with you…only the wife. After weeks of work and preparation you have a loan that makes sense. The loan meets the goals June wanted, so you have a second appointment with her… again without her husband to go over exact terms. You asked when her husband could come in and sign the loan documents and she discloses to you that her husband is not aware of the $35,000 of credit card debts the loan is going to pay off. Both the husband and wife really need to be present at the time of the loan. Legally you can call the husband and tell him about the loan application. What should you do?