Agent Trivia
Which agent is the only agent licensed in Hawaii?
Who is Jim Fish?
How old should a client be in order to schedule a TSP1?
How old is 59 1/2?
What options do we as Service Creators ask about when we are interviewing for an appointment concerning TSP contributions?
What is an early withdrawal
What is a loan against TSP?
How do our SC’s distinguish digital leads?
What is by clearly marking calendar appointment as a digital lead
Copying Megan Strother on the email
How many service creators do we have on our team not counting Bruce and Aletha?
What is 6?
Which agent is the only agent who can write annuities in New Jersey?
Who is Mike Dneaster?
Name 1 reason you would choose to set a phone set instead of TSP1 appointment?
What is:
They must not be age 59 1/2
They must have less than 7 years investing to TSP or don’t have one
Looking at retirement later down the road
Who in FESA would you refer medical insurance questions to?
Who is Harlon Pickett
What is the first thing a SC looks for when beginning their shift?
What is the calling assignment
How many of our service creators have children, excluding Bruce and Aletha?
How many is 5?
Name one of our agents who mainly work face to face.
Who is:
Rich Henderson
Jeremy McClosky
What is another name for a Phone Set appointment?
What is a Service Appointment?
Who is the purrrrrfect cat that likes to make a showing in our monthly meeting and often appears on Will’s computer screen?
Who is Maggie?
When we look at our attachment in Benchmark, and the client has checked that they understand everything on the form, would you still want to set the appointment?
What is yes! Our agents can usually teach them something they didn’t already know.
Who posted a Gif on our FESA Annuity SC thread on Friday, January 8, 2021 an inspirational message stating “Keep Spreading Positivity”?
Who is Reginald?
We have 1 agent who is licensed in Alaska. Who is that agent?
Who is Ray Whitney?
Is it possible for a phone set to turn into a TSP appointment?
What is yes
How many years has FESA been assisting Federal Employees with their retirement planning?
How long is 12 years?
What are the different means we use to contact our clients in Benchmark?
What is:
Calling
Texting
Emailing
Which one of our team sang a Christmas song on the FESA Annuity SC thread?
Who is Aletha?
Which agent is expecting a baby boy this year?
Who is Ryan Burmeister?
What is the birthdate you would search for in Benchmark today in order to pull up the people you would like to call to set up a TSP1?
When is 6/13/1961?
Name the famous “Will Strother” saying...
What goes around comes around
What is the final step on Benchmark after successfully completing an appointment on the agents calendar and sending out the email?
What is completing the “DEAL” portion of Benchmark
Which team member was once an agent before becoming a SC?
Who is Michelle?