Vivin la Vida Loca
These are the four basic forms of life insurance
Term
Whole
Universal
Variable
1879
The statistical likelihood of needing care when we are 65 or older
70%
This document is what you want to ask the client for before leaving their house to review with an FA
Financial statements of 401k, IRA, brokerage, etc.
How to get business cards
Fill out the business card form and email to Carole
The product should you recommend if someone is 70 and wants to cover burial?
13z or 29k
The name of our fundraiser for Alzherimer's Association
Fortget Me Not Days
Assuming it is financially suitable, this is what we recommend if someone is afraid of "use it or lose it"
These are the two most common annuities that we recommend
FPBIA and GLIA
The person you reach out to if you have a question
A manager or GOOGLE IT lol
The product someone needs if they're young, have a big mortgage, debt, and need income replaced for years on end
20yr Term
The amount of AUM the company has
over 20B
How to successfully qualify to file a claim on a LTC or ABR policy
According to this principle, individuals should hold a percentage of stocks equal to 100 minus their age
Rule of 100
The amount of calls we should be making if we want to book enough meeting to be successful
1,000+ a week
This is the max amount of coverage someone can apply for before needing special permission from Bankers Life
$2,000,000
The name of our CEO
Scott Goldberg
The two tax benefits available on the LTCF+ policy
Tax deductible premiums
Tax free benefits
These are the reasons we may recommend a Bankers Life annuity to a client
Lower fees
Lower risk
Increase returns
Guarantee income
The name of the resource to find the answer of any question about any product you might ever have possibly ever
Agent Guide
BSPN, Products, Life Medical Annuities etc.
These are the requirements for easy issue 19F
Min $30k
Max $150k
Must be 18-65 age
Must be able to answer health questions
The dollar amount in claims Bankers Life paid out in 2023
$1.2 Billion
The percentage of the death benefit someone receives on the ABR IUL if they need care
75% of the death benefit
The method of participating in S&P 500 upside and eliminating the downside participation -
The waiting period on accessing funds in an annuity and the limit on annual access therein after without a fee or penalty
Indexing
1 year
10%
The three single most important things about working here at Bankers Life
Have fun, make money, do right by your clients!