Certification
Formula
Ways We Help Families
Who am I
The System
100
The way it grows and the way it is taxed
What are the two factors that affect money the most?
100
5/5/50
What is the minimum daily activity standard for full timers?
100
Opportunity.
What is the #1 way we help families?
100
I just adopted my son from Africa
Who is Jeff Levitan?
100
approach & contact
What chapter is after prospecting in BFS?
200
Forbes and Wall Street Journal
What are two publications that wrote about AEGON?
200
This is the marketing director contract percent for Transamerica products
What is 62%
200
Chronic, critical, terminal, death
What are four areas the LB covers?
200
I was a former postal worker who lives near Walt Disney world
Who is Greg Kapp?
200
24-48 hours
How soon should a follow up be?
300
1944
What year was the highest income tax rate at 94%?
300
3,000 points
What is the average recruit to point ratio?
300
PIPLT, PIAPRO, PDX
What is are the 3 different IULs from pacific life?
300
I have a pod cast and I stream live videos on a daily basis.
Who is Ed Mylett?
300
The minimum number of confirmations you should have for each BPM
What is 10?
400
House, Car, Health, Family, Money
What are the five areas of proper protection?
400
Persistency
What is gross points divided by net points?
400
The company that protects and stores all your important documents for your beneficiary
What is Everest?
400
I studied computer programming in college
Who is Jose Alvidrez?
400
Is the system that we use to read clients or business partners
What is S T A R?
500
We don't charge clients but we ask for this
What is a referrals?
500
7.2 years
According to the rule of 72, how many years does it take for your money to double at 10%
500
An arrangement between a corporation and an employee to maximize their bonus and give tax benefits to the corporation
What is Executive Bonus Plan?
500
The president of TFA, the president of TPL, and our EVC all graduated from this school
What is USC?
500
The 6 classes of the BFS
What is Prospecting, approach and contact, presentation, follow up, start up, and duplication?
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