Base Shop Accountability
What is the part time expectation for appointments in a week?
10 appointments
Pg 119
This limits the maximum interest that can be credited during a specific term in a fixed index annuity.
This is the person or people who receive the life insurance payout.
Who is the beneficiary?
How many direct FAs to become a Marketing Director?
3
1. People you know
2. People you don't know
3. People your people know
If you're part-time, how many base recruits should you have in a week?
5
Pg 119
This percentage determines how much of the index’s gain is credited to the annuity when no cap is applied.
What is a participation rate?
This is the regular payment made to keep a life insurance policy active.
What is a premium?
What color shirt is 25 base recruits in a month?
Black Shirt
Great, we love busy people, busy people get things done. What's a good number to reach you?
Number of prospects and % of prospects that lead to appointments
CONVERSION
This feature ensures the account value will never lose money due to negative market performance.
What is principal protection (or a zero percent floor)?
This is the person or people who receive the life insurance payout.
Who is the beneficiary?
What is the fast track promotion for Director?
25 Recruits/25 Apps/25K Submitted Points
What is N.E.A.D.S.?
N - Now
E - Enjoy
A - Alter
D - Decision
S - Solution
What is a PERFECT week break down for activities as a Part timer agent?
15 Prospects
125 Calls
10 Appointments
This retirement product credits interest based on the performance of a market index while protecting the principal from market losses.
What is a Fixed Index Annuity?
This is the money paid to beneficiaries when the insured person passes away.
What is a death benefit?
According to the PHP System Flow, what should you complete in Month 1?
Graduate Fast Start School
Get a PROMOTION
What is S.T.E.A.M.?
S - Sales
T- Teacher
E- Enthusiastic
A - Ambitious
M - Money Motivated
What is a PERFECT week in production as a Part time agent?
1 Direct
2,500 Personal Points
5 Base Recruits
10,000 Base Points
This penalty applies if the annuity owner withdraws more than the allowed free amount during the surrender period.
What is a surrender charge?
This type of life insurance lasts for a specific period, such as 10, 20, or 30 years.
What is term life insurance?
What are steps to complete to QUALIFY for Fast Start School?
Meet the SPOUSE
Business Plan
Top 25
3 FT + 3 Guests
Financial Analysis
Life Class
Big Event ticket
A.I.M.