This is the only Financial Goal that can be posted to a statement
What is a Retirement Goal
100
This account carries 2M of FDIC Insurance
What is Insured Bank Deposit
100
This Financial Goal does NOT count toward a Financial Foundation Star
What is "Emergency Cash"
100
How many services does it take to earn the "Core Services" star
What is two
100
This percentage is the Region 214 goal for Deeply Served households
What is 49%
200
How many items are needed to complete a Financial Foundations Star
What is 3
200
How many "Cash Management" products qualifies for a Cash Management Star
What is three
They must have Insured Bank Deposit OR Money Market, PLUS two more services
200
This goal, which could include opening a custodial or 529 account, helps a client to save for
What is "Education Goal"
200
This core service must be accessed every 12 months in order to count as a "core service"
What is online access
200
This percentage is the Region 214 goal for Financial Foundations Stars
What is 35%
300
What is the only Goal on Goals Center that a BOA can complete on her/his own?
What is The Estate Goal
300
When a client relationship reaches this number in assets ($000,000), the 4.95 online bill pay fee is waived
What is 250,000.00
300
Our branch has a written process for addressing expiring Financial Foundations Stars and my FA and I discuss it every month
What is TRUE
300
This service will ensure a single or joint account will pass to a designated beneficiary if the account owner(s) pass away. There is no cost to the client when they set up this service
What is TOD or Transfer on Death
300
This is the current percentage for Region 214 Deeply Served
What is 49.5%
400
This Goal needs to be removed if incomplete in order for another goal to count for a Financial Foundations Star
What is the Retirement Goal
400
This service allows the client to request money be moved back and forth from their Edward Jones account to the Bank. Every client relationship should be strongly encouraged to set this up
What is ACH on Demand
Bonus: for 100: What does "ACH" stand for?
400
This part of the Financial Foundations star will only show complete if printed or posted to a client's online access every 12 months
What is a "Portfolio Review"
400
This core service sets up a systematic "buy" in a stock every month for the same amount each time
What is DCA or Dollar Cost Averaging
400
This is the current/actual percentage for Region 214 Financial Foundations Stars
What is 32.6%
500
Both of these steps of the Financial Foundations Star expire every 24 months
What are RTQ and Goals
500
How much money can be transferred between Edward Jones accounts without having an LOA for internal transfer signed?
What is 10,000.00
500
You may use these two methods to deliver a Risk Tolerance Questionnaire to a client electronically
What is email and secure messaging
500
This tool is a benefit of signing up for Online Access and allows more specific communication, allows the client to electronically send account numbers, social security numbers and attach scanned checks, statements, etc.
What is Secure Messaging
500
Region 214 has this many Financial Foundations Star expiring by July 1, 2016