Money Concepts 101
This is the cost of living increasing annually
What is inflation?
Lakeisha, James, Auntie, Krishonna & Marci
What are FDs?
The SYNCIS "bible".
What is the Foundation of Success?
THIS IS THE TYPE OF LIFE INSURANCE THAT PROVIDES COVERAGE FOR A SPECIFIED PERIOD, SUCH AS 10 OR 20 YEARS.
What is Term Insurance?
My favorite money concept.
What is taxes?
You earn pluses when the market goes up, but NEVER loose when the market goes down.
What is Fixed Index Strategy?
Helena J
Who is our SFD?
Our original home office location
Where is Gardena, CA?
THIS TYPE OF PROVISION ALLOWS THE POLICYHOLDER TO CONVERT A TERM POLICY INTO A PERMANENT POLICY WITHOUT PROVING INSURABILITY.
What is the conversion provision?
You don't have to work all day.
What is "But You Have to Work Everyday"?
Roth IRA, Roth 401k & Cash Value Life Insurance fall into this tax bucket.
What is Tax Advantage?
Our newest Senior Associate.
Who is Brickell Quarles?
The year we were founded.
THE CONTESTABILITY PERIOD IS TYPICALLY THIS LONG, DURING WHICH THE INSURER CAN INVESTIGATE AND POTENTIALLY DENY A CLAIM.
What is 2 years?
LAUSD gave me.
What is a $12,000 paycut?
The 3 enemies to building wealth.
What are inflation, taxes & risks?
Our FVC.
Who is Lauren Choi EVC?
The co-founders.
Who are John Kim & Les Schlais?
THIS RIDER ALLOWS THE POLICYHOLDER TO ACCESS A PORTION OF THEIR DEATH BENEFIT IF DIAGNOSED WITH A CRITICAL, CHRONIC OR TERMINAL ILLNESS.
What are Accelerated Benefit Riders?
When I started, I sent...
What is 25 texts a day?
The name of our Money Concepts in totality.
What is UYMM?
Our Hashtag (#)
What is #FlyHigh?
Our company name prior to SYNCIS, Inc.
What is Synergy?
THIS TYPE OF LIFE INSURANCE ALLOWS THE POLICYHOLDER TO ADJUST THEIR PREMIUMS AND DEATH BENEFITS.
What is a universal life policy?
Knowledge isn't power,
What is "The implementation of knowledge is POWERFUL