What I do when I'm bored
Jason's Random Thoughts
Oops... Someone Pay Me
That More Money Thing
The Financial Intellectual
100
This video is what some associates listen to on the way to work
What is the Nike Rise and Shine video?
100
This associate's name is that of an animal
Who is Fox?
100
The protected party in an insurance contract
Who is the insured?
100
This is the most common employer sponsored plan
What is a 401(k)?
100
This sales strategy is used at Capstone to interact with potential clients
What is Sandler?
200
Many interns find themselves on this tool when they are tired of working to checkup on their friends social lives and photos while they should be working
What is Facebook?
200
Jason wonders if this large cell phone maker may be bankrupt and gone in 20 years due to their lack of ingenuity without their Founder
Who is Apple?
200
The person receiving benefits from an insurance payout
Who is the beneficiary?
200
This type of IRA is contributed to after tax but grows tax free
What is a ROTH IRA?
200
The concept for why money is worth less tomorrow than it is today
What is Inflation
300
This associate has a reputation for falling asleep in long administrative meetings
Who is Gabriel Lyron?
300
Albert Einstein called this the most powerful force in the universe (relates to growth of money)
What is compounding interest?
300
The term for what happens when a policy is cancelled due to non-payment
What is a lapsed policy?
300
This is the fee applied to an investment that provides an advisor with commission income
What is the investment sales charge?
300
The point that many try to get to in life but few ever actually achieve. When someone stops working and lives off their assets after a long career.
What is Retirement?
400
This room is a favorite among young associates to procrastinate, watch TV, and scroll through LinkedIn
What is the Collaboration Room?
400
This event is hypothesized to have started the universe and is also the name of a popular TV series
What is the Big Bang?
400
This is the best life insurance health rating an applicant can receive with MassMutual
What is Ultra Preferred?
400
This is the most common index investments are compared against
What is the S&P 500?
400
In this sales strategy you may answer a question with a question (you do this every Monday morning)
What is Reversing?
500
This company provided supplement allows associate to stay awake or even by hyper during even the most boring or monotonous of situations
What is Coffee?
500
This particle travels faster than the speed of light and slows down when more energy is added to it
What is a Tachyon?
500
This type of policy has a death benefit that gets smaller as the owner pays the premium
What is a decreasing term or decreasing death benefit?
500
This type of investment strategy systematically invests money on a regular basis regardless of the investment price to lower the average cost of the investment
What is a Dollar Cost Averaging?
500
John elects to defer $5,000 into his 401k and the company provides a match of an additional $2,500. What is the amount of money legally considered the companies contribution to John's 401(k)?
$7,500
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