Products
The confidence level used to determine a standard income assumption in TPP
What is 70%
Planning structure that includes Income, Lifestyle, Investments, Healthcare, Legacy
What are the 5-key areas?
What is the Approach step?
Who is the Sales Assistant?
The Retirement Advisor and this role were the two primary sales positions within TAC prior to the Retirement Plan Specialist renaming
What is a Savings Counselor?
The current rate of a 3-year SecureFore Annuity >$100k
What is 2%
The 3 advisors who presented on selling virtually yesterday
Who are Hali, Allen, and Jody?
This behavior style is most concerned with facts and figures when making an investment decision
What is a Controller?
This person is responsible for facilitating an onboarding call >$100k
Who is the Advisor?
Prior to the Advice Center, this was the name of our business unit
What is PRS - Personal Retirement Services?
The number of questions asked in a general investing standard Risk Tolerance Questionnaire
What is 8?
When conducting a screen share, this must be turned off to avoid an echo
What is the client's computer speaker?
The percentage of time an advisor should spend listening in the Demonstrate step
What is 50%?
DAILY DOUBLE! This is Andrew's legal first name
What is Roland?
The longest-serving active TAC advisor
Who is Ghada El-Gamal?
The 3 areas that make up the ESG portfolios at Morningstar
What are Environmental, Social, and Governance factors?
The 5-key areas rerolled out to the retirement advisor team in what year?
What is 2018?
The 2nd step in the Negotiation Process
What is "Clarify"
The year Transamerica officially opened the "original" Advice Center in St. Paul
What is 2008?
These assumptions are used to determine the annual retirement income target used in the Goals-based calculation
What is the last known salary with a cost of living increase, subtracting taxes and annual retirement contributions?
This food is often used by Michael to promote consistency, scalability, and predictability
What is Pizza?
The founder of Integrity Selling
Who is Ron Willingham?
This person should be keying in trades in P3 for liquidation requests or portfolio changes in our P3 IRA
Who is the Call Center Rep or the RSR team?
Jay, Phil, and Joe worked together prior to the Advice Center supporting this part of the organization.
What is wholesaling Transamerica Annuities?