The Post Office Has Regulations?
Maximize MY Social Security!
General Education
Indexed Universal Life Program
Resource Synergy
100
This is the maximum size a mailer can be while still being treated as FIRST-CLASS Presort mail
What is 4.25x6
100
The age and income demographics that work best for Resource Solution's Social Security Program
What is "58-67" and "50K+ income"
100
The ideal dwell time for mail in mailboxes/homes prior to your client's first event date
What is "10-14 days". To explain WHY it's effective: 1.) It's based on data from prior campaigns. 2. Any later, prospects have already made plans. 3. Any earlier, you will receive reservations, but cancellations rates tend to be much higher for reservations made more than 2 weeks out.
100
The ages Resource Solutions recommends mailing to for its Indexed Universal Life turn-key program
What is "Ages 36 to 55"
100
This document must accompany a completed order form submission in order for a job to be billed
What is a "customer order form, signed by the client"
200
This is the official name for mail LARGER than presort standard letter rate (Hint: Letter-Rate is what we know as "standard class")
What is a "Flat"
200
The earliest and latest ages one can elect to draw their Social Security benefits.
What are "62" and "70"
200
Companies that serve as a resource for marketing programs to help advisors increase their production. These companies often times have their own compliance department, and even provide help with web presence and in-office processes as well.
What is an "FMO" or "IMO"
200
The catchy and appealing phrase that describes the biggest benefit of owning an IUL policy
What is "Tax-Free Retirement"
200
The three areas customer information must be completed accurately and updated as changes occur to maintain an effective company-wide information share?
What are "The customer order form, the job ticket system, and Karma". Quickbooks as well, but thats input from the COF.
300
A client is in a rush to get mail in homes and is mailing a small tri-fold. We suggest a first-class upgrade at what cost?
What is ".19 cents"
300
This is the section in the Social Security Timing Report that highlights on a graph the lapse between Social Security benefits and desired retirement earnings
What is the "Retirement Income Gap". This is the section that makes the transition to a financial product that serves as a retirement income vehicle so organic. Showing the prospect where they ARE, where they WANT to be, and how to get there makes their job quite easy. Important!
300
An organization dedicated to investor protection and market integrity through effective and efficient regulation of the securities industry. You may be asked if its approved...
What is FINRA
300
The name of the 'Giant Check" company that is satirically featured in the opening of the IUL presentation.
What is "Publisher's Clearing House"
300
Steve Gil is out Social Security and IUL program material technician. What field on each respective order form submission gives him the "green light" to fulfill the order?
What is "a paid invoice number"
400
The name of the facility that receives our mail from the drop-ship company before dispersing to appropriate post-office locations
What is the "SCF (Sectional Center Facility)
400
A strategy where one spouse files for his or her Social Security benefit, then immediately (and purposefully) elects to stop receiving the benefit until a later date
What is "File & Suspend"
400
A type of life insurance that helps pay for payments on a home you own, in the event of your death. We even have an under-utilized mail piece for this program!
What is "Mortgage Life Insurance"
400
The number of slides in Resource Solutions IUL presentation, included in our turn-key program
What is "50"
400
Initials from these two parties are required to submit a job to print
Who are the sales rep and their respective customer service rep
500
A mailing option through USPS that targets specific carrier routes only, opposed to purchasing a specific list of recipients
What is "EDDM, or Every Door Direct Mail"
500
the invitation Resource Solutions recommends using for the full Social Security maximization Program
What is "Bi-Fold Self-Mailer (8.5x12)"
500
a period during which a health insurance company or HMO is statutorily required to accept applicants without regard to health history.
What is "Open Enrollment"
500
The distinctive competitive advantage to advisors when marketing to IUL prospects (great selling point)
What is "Targeting an untapped market". From the mid-50's on, people start receiving mailers left and right from advisors doing seminars. The younger folks more suited for an IUL policy do not experience this mailbox saturation.
500
This tool in Adobe can be used in lieu of emailing copy or a picture to the graphics department
What is the "Attach a file tool" found in Adobe's annotation section. Note: Its symbol is a small paperclip, and is most commonly used to communicate the exchange of a client's headshot for bio card, or a specific food picture to be placed on the invitation
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