ABC's of Equitable
RBG
Retirement Benefits Group
The name of the excel that is pulled from salesforce, listing all of the people in a school district that have an Equivest 403b as well as the advisors that are assigned to their policy.
SVR, or School Visit Report
This is the type of container that should go in the recycling basket next to the trash can in the kitchen.
Any recyclable container that has a 5 cent deposit in NYS.
What is the M & E charge on Equivest 201?
1.2%
Once referred to as Capybara's, this is the actual name of the type of animal that Josh Slish owns as pets.
Chinchillas
PCM
Production Club Member
This is the TPA for most districts we work in, including RCSD
The Omni Group
(or Omni)
This is the place you should visit if you are looking for common marketing brochures that are already printed
The Marketing Materials Closet
(next to the 2 printers near Joe Mikiciuk)
In Equivest 201, what % of someones account value can be allocated into the GIO?
100%
If you client needs to get a form notarized, they will need to bring this with them for proof of identification before the notary will stamp the form.
non-expired license
or
license
EAVU
Equitable Advisors Virtual University
A tier 5 member of the ERS or TRS is fully vested after how many years of service?
10 years
Dan Bentz has this many children
(plus 100 pts if you know their names)
2
Declan and Christopher
What 2 features would need to be utilized when opening an Equivest 201 account for a client that has an existing Equivest 200 account?
SIO or PIB
What is the full address of our office
175 Corporate Woods, Suite 250
Rochester, NY 14623
CRM
Client Relationship Management
In a clear, cohesive manner, explain to a school prospect what group you work within at Equitable Advisors, and what the specialty is of that group.
RBG Group = Retirement Benefits Group
Answer objectively judged as successful/unsuccessful explanation
Name one person who works at Equivest Commissions that can help you process a complex Equivest PA or get a PA expedited
Rick Leaf, or Bob O'Hare
What is the floor of the GIO in Equivest 201 pay?
1%
This code is handy to have when coming to work before or after hours.
14628
DLC
Divisional Leaders Corp
DOUBLE JEOPARDY!!!
These two RBG members have families that will grow by 1 more addition in 2022
Pat and Koby
Give 2 disadvantages of filing your taxes married-filing-separate.
Can’t contribute to a Roth IRA. Can’t write-off student loan interest paid. Cannot use the tax advantage of a flex spending account.
Double Jeopardy
Name one way a rollover check can be "made out" that will guarantee it being returned to the transferring company
Equitable Advisors
What is the name of our tech guy that can help with simple technology issues?
Cameron Treby