Potpourri
The word "LIFE" can be made by combining these two chemical symbols.
What are Lithium (li) and Iron (Fe)
This section must be completed to populate MBS.
What is retirement assessment.
This 7702 Test is best for 1035 exchanges and lump sum dump ins.
What is CVAT (cash value accumulation test)
This rider provides the option to accelerate eligible death benefits when life expectancy is 12 mths or less.
What is Living Benefit Rider?
List is Sales Central where all names should be added.
What is Nuture list?
Contributions made with after tax dollars.
What is nonqualified arragements?
Suggested criteria to split % above and below the line.
Wha tis the client's age?
This is the main expense within a VUL (aka the term cost of coverage each year)
What is cost of insurance?
This rider allows client to add to their policy at specifc times.
What is PPO (policy purchase option)?
4 ways that I can prospect.
What is canvassing, events, social media, referrals, seminars, mailings, marketing campaigns.
2 consecuticve quarters of GPD decline?
What is rexession?
while below the line assets are ______ that tend to be_____.
What is paper , up and down/ real wealth, stable.?
Information that must be provided to the client prior to solicitation.
What is a prospectuse?
Amount of money needed to keep the OPP rider active?
What is $10/mth or $120/year?
Most effiecient tool to manage time.
What is calendar maintenance/ ideal calendar?
Name the 5 practice modals offered.
What is Financial Guidance, Business Planning, Wealth Advisory, Retirement Planning, & Estate planning.
Top left quadrant.
What is pre-tax variable?
Type of mutual fund that usually outperforms managed funds due to lower expense ration.
What is an Index fund?
The CCR benefit pool range.
What is 90,000 to 1,000,000?
Process used to identify needs of a client/prospec.
What is discovery process?
Annuity with guaranteed lifetime withdrawal benefit (GLWB)designed for clients seeking income with liquidity.
What is Clear Income Fixed Annuity?
The 6 step strategy.
What is risk diversification, tax diversification, pretax, tax free, above the line and custom mix.
This annuity allows conservative investors to participate in the market while providing downside protection.
What is Index Flex?
DOT is a combination of _____ and ______.
What is decreasing term and paid up additions?
Six questions for solid field underwriting.
What is
1. Do you take prescription drugs / what for?
2. Use nicotine of any kind?
3. Been instructed to take a diagnostic test?
4.Recently hospitalized?
5. Driving record
6. Height/weight or show BMI chart.
Bonus Tie Breaker: By volume, this gas makes up about 78% of the earth's atmosphere.
What is nitrogen?