Illustration
State of residency
What is the client's state of residency?
What are age, time horizon, use, risk level, and dollar amount?
green
Access to money.
What is can be accessed with no surrender fees after the surrender period?
Accessible products
What is state list of providers?
1-855-455-4139
What is Nationawide's phone number?
Other investment and liquid assets
What are two facts the producer needs to have f.or suitability
Unacceptable comparison.
What os red?
paycheck
What is fee free life time income?
Electronic Application
What is how to to submit an application?
Variable annuity
What is call Nichole or get securities license?.
Two things YOU need to offer annuities
Attach an explanation
What if your rightbrigde os yellow?
Source of money is from a retirement product
What is source of money that will be taxed upon withdrawl?
Rightbridge
What is how to pass suitability?
Attend training
What is when all else fails?
In case the primary beneficiary dies before the annuitant
What is a contingent beneficiary?
Nothing
What do I have to do when using AMS' website?
Source of money is from cash on hand.
What is tax free money upon withdrawl?
No asterisk or red highlighted content
What is an application IGO?
Online videos
What is use the AMS website?
Qualified or non-qualified
What is taxable or non-taxable money?
Why
What is Suitability?
Index
What is an account protected from the market?