PAR WARS
What is the current interest rate on a policy loan?
6.5%
The 3 general areas where EPIC will consider tax savings are:
1) Guaranteed Advantage
2) IPP; and
3) this
Corporate Owned Life or EHP
Which section in the RSD tool would you go to look at Playbook 6? (Life to CI Ratio)
MCD Advisor List
When was the first Caisse Populaire Founded? (Year)
December 6, 1900
The process of evaluating a risk for the purpose of issuing insurance coverage on it
Underwriting
What is the interest rate on dividends on deposit?
1.45%
What does the third "I" stand for in PIIIC
Income
Where in teams can you find all the playbook documentation?
Moneyball Team, Playbook channel
What is Canadian rapper Drake, son's name
Adonis Graham
The name of the playbook allows you think about unconscious bias
Diversity and Inclusion
What does this Desjardins entity stand for: DGAM
Desjardins Global Asset Management
For GA, deposits are accepted up to the Annuitant's this Birthday
95th
What playbook uses the executive branch report?
Playbook 2
This is how many NBA Championships ex-Raptor Danny Green has
Three
Munich, Swiss, and RGA are examples of these
Reinsurance
What is the minimum premium period for both Estate Enhance and Accelerated Growth Products?
10 years
The EPIC Questionnaire is designed to include information from all of these
Associated Corporations
What playbook focuses on bringing in potential "diamonds"?
Playbook 5
This subreddit caused stocks like GME, BB, BBBY, NOK and AMC to rise significantly last week
Wall Street Bets
What process does a holistic advisor go through in dealing with clients
Financial Needs Analysis
A policyholder can use their guaranteed or non-guaranteed cash surrender values in a number of ways. The 5 options available are:
(1) Withdraw the non-guaranteed cash surrender value generated by the paid-up additions. (2) Request a partial surrender of the basic insurance coverage. (3) Request for total surrender the policy.(4) Ask for premium payments to be stopped and obtain the reduced paid-up insurance and (5) Apply for this
Policy Loan
What passive income amount will your SBD start to gradually reduce
$50,000
This ratio in CRM calculates the number of weeks an advisor submits a case over 52
52-Week Activity Ratio
This city was home to the first North American YMCA
Montreal
What Canadian Financial Intelligence unit facilitates the detection, prevention, and deterrence of money laundering
FINTrac