Annuity Me
Please
Please
This is the minimum age requirement for you to touch your retirement without penalties & fees.
59 1/2
This qualifies you for an additional 10% to your contract, just for the month.
Level 1 GEB
True or False that life insurance is only used for when you die?
FALSE
How old should the beneficiary be in order for the policy to approved by home office?
18yrs
This shows us the ways of being taxed
Tax Now, Tax Later, Tax Never (Do in 3 Mins or less)
These two types of funds can not be mixed when doing rollovers
Qualified & Non Qualified
Traditionally 25/25/25K would qualify you for what promotion?
Director Promotion
These are the 2 types of life insurance possible.
Term & Permanent
True or False : Agents can sign the policy for their client?
FALSE
This presentation shows you how your money works
3 Ways Money Grows (Do this in 2-3 mins)
This type of annuity is sold by agents with a life license
Fixed Indexed Annuity / FIA
Your team will do ______ of what you do right, & ________ of what you do wrong.
50% & 100%
This method is the fastest way to show a client how much their insurable need is.
D.I.M.E.
This allows you to connect with a brand new audience
2 Min Story ( Tell Yours in 2 Mins or Less without Starting Over)
These 3 presentations make annuities' concepts easy to understand.
Tic Tac Toe / Black Jack / The House
You can only attend this class once a month
Fast Start School
In Illinois your passing score to get licensed must be at or above what?
70%
These are free riders on most of our policies but they're not guaranteed.
Living Benefits
This is how you get new business partners outside of the BOM
Recruiting Interview ( Write the elements in 3 Mins or Less)
This rider will pay you long after the money is gone.
Lifetime Income Rider
These 3 Meetings happen at the same time
BOM / PreLicensing / Orientation / Agent Training
This section of the IRS codes makes life insurance possible
7702
You should always be in the field with them, when starting out or new to the business.
Certified Field Trainer
This is used to qualify for Fast Start School
Week 1 Checklist (Write this in order in 2 mins or Less WITHOUT Erasing)