The initial submission made to the VA to hold the award date of the claim
What is an Informal Date Request (IDR)
100
The highest amount a single person receiving Medicaid can have in their name
What is $1,500
100
The type of IRA that does not mandate withdrawals during the owner's lifetime nor is taxed when withdrawals are made
What is a Roth IRA
100
This sheet is completed during and after every client meeting
What is the Green Meeting Focuser
100
The year that Jarvis Law Office opened
What is 2005
200
Official period of war between December 7, 1941 and December 31, 1946
What is World War II
200
The maximum amount the community spouse is allowed to keep in their name
What is $117,240
200
The meeting where clients learn how to transfer their assets into their trust
What is the Funding Meeting
200
The first process a prospective client goes through when determining whether they are a good fit for the firm
What is the Triage Process
200
It takes 43 muscles to frown, but only this many to smile
What is 7
300
The number of days a Veteran must have served during a War time period in order to qualify for the VA Aid and Attendance benefit
What is 1 day
300
The length of time of the "Look-Back" period for Medicaid
What is 5 years
300
Once a payment is received from a client, this document on the shared drive gets updated to reflect the received payment
What is the Cash Flow Focuser
300
The ideal amount of time set between a clients Vision, Review, Design and Signing meeting
What is 1 week
300
This type of animal holds hands while they sleep to prevent drifting apart
What is an Otter
400
The percentage that the claimant's expenses must exceed their income by in order to qualify for the full benefit amount
What is 105%
400
The Medicaid waiver program that helps Medicaid-eligible seniors to get the long-term services and supports they need to stay in their homes
What is PASSPORT
400
Tax law requires individual retirement account holders to begin taking out at least minimum amounts, known as required minimum distributions, or RMDs, from their accounts once they reach this age
What is 70 1/2
400
The latest meeting that can be schedule for Tim without getting prior approval
What is 4 p.m.
400
The term used to describe a group of hedgehogs
What is a Prickle
500
The number of days of active duty a Veteran must have served in order to qualify for the VA Aid and Attendance benefit
What is 90 days
500
The name of the payment made from the Medicaid approved resident to the nursing home each month
What is Patient Liability
500
Husband and wife have their home titled in this to avoid probate.
What is Survivorship
500
The ideal amount of time before a workshop that invites are sent to prospects
What is 10-15 days
500
This animal chooses a single mate for life and proposes by offering their mate a pebble.