Insurance
What companies do we use for EIAs
Silac, F&G
What companies do we sell VA's from
Pacifc Life
Transamerica
Jackson
Who do we use for managed, to custodian assets?
Schwab
Who do we ask for mailings slips
Bella
What office did Ian start in?
Dallas
What website do we use to register for insurance for new states
NIPR
What company do we use for buffers? And what is annuity and rider name?
Pacific Life:
Pacific Choice 2: Investment Guard
What side do us advisors use to make trades in a client account
Orion
Who do we email for business submit
compliance inbox
Who said:
I have a vibrating tool
Trevor
What strategies for growth do EIAs use
Power of the floor
What types of VA do we use? (I.e. why do we use them)
Death Benefit plays
Buffer
Income
What is a tamp
Turnkey Asset Management Program (TAMP)
After a client signs and pays what do we do
Updated HubSpot, phoenix goal, tracker, pre business submit, upload FPA toSharePoint, send link to Orion planning, and call/text saying thank you!
Where did Cam go to College
Santa Fe (Gainesville)
What is the Death Benefit Based EIA we use
Silac: Vega
What is the name of Jackson VA we most commonly use
Jackson Perspective 2
Rider: Flex net core
What is the most common tamp we use
Brinker Momentum
What are three types of client folders on sharepoint and what goes in them?
RIA: for fpas and managed
Insurance: fixed, eias, IUL, term
Broker Dealer: VAs
Who said:
Don't stop working, your wife isn't born yet?
Mathie
What specific income producing EIAs do we use
Silac: Evolve
F&G: Accelerator, and Safe Income
What is roll-up on an income base
A guaranteed increase on our income base how we determine our future income
For example for Jackson there is 6% roll-up if the market does worse than six percent
What are the costs for managed?
Administrative 0.16%
Advisor charge 0.74-0.86%
Strategy Charge: 0-.1%
Total: 1-1.12%
What is needed for a fixed business submission
Signed Application
KYC
Illustration
Driver's License
Rollover illustration (if qualified funds)
OFAC
Who said:
I miss things exploding in my mouth
Kellen