People
Once one a wing eating championship
Julie
Meaning of AML/KYC
What is Anti-Money Laundering and Know Your Client?
Liquidity on the Trailhead FIA
What is 10% of account value AFTER year 1
When a client chooses to take payments for the rest of their life.
What is annuitization?
2024 Superbowl Champions
Who are the Kansas City Chiefs
Once hung out with Kenny Loggins
Deb
Large Case acceptance forms are required for this amount.
OVER 1M dollars
Name one of the 3 Guaranteed indices in the Trailhead FIA
S&P 500 Dynamic Intraday
DB Foresight X-Asset 10
Nasdaq 100 Vol Control 7%
The market goes up 10% and the FIA index offers a 75% Par Rate...The investor receives.........
7.5% return
This person has been known to "Mom Someone Up"
Who is Deb
Pet a wild moose and lived to tell
Bridgette
Inherited non-spousal IRA's are NOT allowed in this product
Minimum allocation percentage per index in the FIA
What is 10%
MYGA stands for this
Multi-Year Guaranteed Annuity
At what age is the Maturitt Date on a Waypoint MYGA?
What is age 100?
Was once a reporter for Fox College Network
Emily
Axonic allows for QCD's which are known as.....
What are Qualified Charitable Distributions
A client must be Less than this age to qualify for the Nursing Home waiver
80 years old
Name any of the Axonic Capital partners
Clay, Matt, or Pete
An obscure data file, often mentioned in the morning huddle and referred to as the "missing piece."
What is a 103 file?
Used to drive a semi-truck and sell ice cream.
Scott
A corporation, trust, association, or other type of organization which is EXEMPT from federal income tax.
What is a 501(c)3 organization?
10.75% Cap
What is the cap rate for the S&P 500 Point to Point with Cap 1-year strategy in the FIA?
The 2 largest Amerilife IMO partners that helped us launch Axonic Insurance.
Prosperity Advantage Marketing and The Life and Annuity Shop.
The full name of ATLAS
Axonic Technology Life and Annuity System