Insurance
loan interest is due
PSR
What is a Primary Service Representative
I buy additional insurance
What is dividends to purchase paid up additions?
This pod lead came to WKG in 2023 as part of the TMGI acquisition
Who is Kristy Byrd?
Cash value and death benefit are equal at maturity
What is endow?
the last premium payment is made at age 75
What is Paid Up at age 75?
CRM
What is a Client Relationship Manager?
I contain a loan that I want to pay off over a number of years but not with cash
what is use dividends to pay off a loan?
Jeri Turley came to WKG in 2019 with this acquisition
What is BCG companies?
base face amount plus target additional benefit
What is Net Death Benefit?
What is premium offset?
The approved font
What is Calibri or Calibri 11
My premium is $5,000 but I only need to pay $4,000 this year
What is use dividends to reduce premium?
I was once known as the Brehm Group and NBW
What is MBW?
OYT
What is one year term?
written request to lower the insurance and remove all future premium payments
What is a reduced paid up policy?
ROR
What is rate of return?
I was issued with a 50/50 term blend
what is a level Q term or dividends are purchasing one year term additions to equal the net insurance benefit?
What is Bridge Life?
Level Q term, PUA, Offset, Paid in Cash, and Loan repayment
What are dividend options?
The annual credit from the insurance company
What is annual dividend?
I want to use dividends to pay my future premiums.
What is premium offset?
The first WKG acquisition
Pinnacle
Surrenders, WDs and loans are taxed less favorably due to my presence
What is a MEC?