SCS
The minimum dollar amount allowed without an exception
What is $25k?
The cost of SCS Income
What is 1.5%
The minimum dollar amount allowed in RC
What is $5k
The M&E on IE B share if you are only allocated to segments
What is 1%
The most popular annuity product
What is SCS
How often do we sweep funds?
What is weekly
The segment durations available on SCS Income
What is 1 and 3 year segments
The minimum issue age allowed to get the GMIB
What is age 50?
The surrender schedule (just the years) on IE
What is 5 years
The DSF with the most annuity sales last year — hint he graduated to ESF last year
Who is Jack Robel — $4.8 million
The most popular segment on SCS
What is the 6 year 20% Dual Direction
The deferral rate if you aren’t taking income
What is 7%
What is 20 years
What is NQ?
The district that did the most annuity sales last year
Who is the Lo district?
What buffers are available on the 6 year standard segment
What is 10%, 15%, 20% and 40%
The level income withdrawal rate for a 65 single client
What is 6%
What is the withdrawal rate a for a 70 year old husband and 65 year old wife looking to take income.
What is 7%
The segment that is only available on IE
What is the growth multiplier
Rank which from highest cap rates to lowest cap rates, IE B, IE C and IE ADV
They all have the same cap rates
The way the segment interim value is calculated
If you are 1 year in to a 6 year segment, you put in 100k, markets up 20%, what are you up?
It will reflect the value of the puts, calls and fixed instruments at that time. There is no pro rated upside.
You could potentially be up 20%
If a husband has a single level income and passes away, account value is $500k, what are the wife’s options
She can only cash it out or 1035 the exchange
The cost for the income rider and M&E
What is a 1.4% rider and 1.3% M&E fee
The buffer protection is available on the dual direction 1 year segment that in IE that is not available on SCS
What is the 20% buffer
Between IE B share and SCS B share who’s cap rates are hirer
What is IE