SALES
A guaranteed investment that provides a specific return for a set period of time
What is a MYGA
A large bag of cash from a Latin American country
What is possible money laundering
Our CEO Clay DeGiacinto went to school here
What is West Point
The first 3 letters of all policies in the Admin system
What is AMW
If an agent needs assistance with an In-Force policy, they can call 833-948-2581
What is the Service Center
This currently pays 5.30% for 5yrs
What is the Waypoint MYGA 5yr
This was the name of Axonic's compliance team before they came on board officially
What is BDO
This person has written children's books and done voice overs.
Who is Kyle Steiner
An obscure file that no one really understands
What is a 103 File
The minimum surrender value percentage for Axonic MYGA policies
What is 87.5%
The agent will receive a 100% chargeback of commission
What is the client passes away in the first 6 months of ownership
Document needed for all cases over 1M dollars
What is the Large Case Approval form
Either of the other 2products that Axonic is launching soon
What are, Vantage Point MYGA or Trailhead FIA
A service that Axonic uses for something but it sounds more like a creature from Jurassic Park
What is Velocity
Interest Rate for Minimum Surrender Value... Also stated as minimum guaranteed interest rate for the MYGA
What is 3%
I am worried about market volatility and risk. I don't know what to do
What is Invest in a Waypoint MYGA
A client wants to put 80% of their net worth into a MYGA
What is a suitability issue
An Axonic executive that went to Harvard
Who is Cameron Kirby
Jared and Amanda are the only ones in this room who can access this system...maybe Abby
What is the Admin System
One type of Ownership that Axonic does NOT allow
What is Non-Spousal Joint Ownership
My neighbor told me to purchase a Sagicor annuity....I don't know what to do.
What is, tell them their neighbor is severely misled and they should invest in an Axonic Waypoint MYGA
A document that allows for someone other than the owner to sign on their behalf
What is a Power of Attorney
The unofficial Axonic Insurance Chief of Staff
Who is Abby Laster
This is where you put messages if you need Joh to fix something
Jira
Axonic Insurance's 2 largest and best IMO distribution groups....both with Amerilife. Must get both
What are Prosperity Advantage Marketing (PAM) and The Life and Annuity Shop (TLAS)