Policies 101
The age a juvenile needs to sign for a life policy.
What is 15 yrs old.
The year Western & Southern Life Ins was established.
What is 1888?
Minimal license to sell variable products in MD.
What is series 6?
What form is used to request dividend withdrawals?
What is DO-70.
Destination for LSM 2025
What is Puerto Rico
The number of days a client can make up an NSF after falling off PAC
What is 10 days.
The Mutual fund company owned by W&S?
What is Touchstone Investments.
Name for a Super CD
What is CL IUL or CL Survivorship IUL
Labeling format for Post Issue applications.
What is V020-Name of Insured
Form 2339
What is the Successor Owner Form
Type of Whole Life policy you can overfund.
What is SimpleChoice Whole life?
New name for AGoL 2.0
What is Seismic
What are Single Premium Deferred Fixed Annuities? (This is a W&S Life Product)
What is SPDA and Income Source Select
SOS Extension or service desk extension
What is 2470 or 1998 option 3
One of two options to check beneficiaries on a policy?
What is Option 38 in SPIRIT or detail screen in CFP.
A type of reinstatement.
What is Informal, Post Issue on CFP for EasyChoice, DO-42 paper application, or form 1764.
Company owned by its policy holders.
What is a Mutual Holding Company?
Single premium annuity that is linked to the market.
What is Indextra
Date of Legion Banquet for 2025
What is 10/17
SPIRIT screen number to check a policy status
What is Option 33
Pre-screening document used to check if a health issue may affect a life/accident/CI application
What is Common Impairments.
Grocery chain that owned W&S briefly.
What is Kroger?
Mutual fund company that requires fund managers to invest 1 million dollars of their own money for the fund they manager.
What is American Funds?
Name a two professional alliances
What is SBA Lender, Mortgage Lender, Property and Casualty Agent, Estate attorney, divorce attorney, accountant/CPA, or Realtor