Systems
Our old APR system was called
NBA
Our variable product is called
Smart Foundation
When a case fails to issue we call it
Host error
What month is Jasmines birthday?
June
PML was established in
1847
This system is being sunset later this year
CFE
SPIA stands for
Single Premium Immediate Annuity
This is due by EOD 6/16
Performance reviews!
What month is Tyler's birthday?
May
Who is our CEO?
Dave O'Malley
ACE stands for
Accelerated Client Experience
How many fixed products do we offer
3 or 5 (if considering 3 for PFIA)
TOA stands for
Transfer of assets
How many birthdays (on our team) are in the month of March
3
We made our debut on the fortune 500 in
2015
Annuity Net can be used by
Janney and HTK reps
The current offered fixed application and variable application are
fixed 3/2023
variable 1/2023 or 5/2023
We use this platform to obtain other carrier contact information
1035 yellow pages
How many birthdays (on our team) are in the month of July
2
Name 2 of our principal affiliates
PIA
Vantis
Janney
HTK
PMAM
The variable suitability approval system is called
the hub
In this month we had our highest count in applications submitted 2023
March
Screen to add cost basis in cyber
U1AB
How many years has Judy been with PML
26
What is our Moody's Investors rating?
Aa3 (high quality - 4th highest of Moody's 21 ratings)