Business Accounts
IRA's
POA
Trust Accounts
Loans
100

I am a legal entity created by shareholders. The owners assets are also protected.

Corporation

100

These are the two most common types of IRAs

Roth & Traditional

100

You need to fill out this form when putting POA into full affect?

POA Affidavit or Affidavit for POA

100

I the type of personal loan that has collateral attached to it.

What is a Secured Personal Loan?

100

This amount will be deducted from the rate if auto payment is not in place.

What is .75%

200

I am one of the most flexible types of businesses. I combine both aspects of corporations and partnerships.

LLC

200

You can contribute this much if your 50+ years old for 2023.

$7500.00

200

There are many types of auto sales, the car you bought came from my best friend, what kind of sale am I?

What is a private sale?

200

This type of loan has a fee each year, what am I?

What is a Personal Line of Credit?

200

This document at the closing is for refinancing an auto and goes to the DMV.

Wat is a Title App?

300
People have social security numbers and businesses have EINs. What does it stand for?

Employee Identification Number

300

If your withdrawing you doing a ______

Distribution

300

Just like the organs to the body, I am the organs to the loan in the loan closing.

What is the note?

300

You can deduct .25% from the rate if this is added?

What is Members Choice Debt Protection?

300

I have no credit, what bracket am I placed in?

What is C Bracket?

400

I am the most common for small like business that are the easiest to create. No beneficial form needed unless I have an EIN. 

Sole Proprietor 

400

If your under the age of 50. This amount is the highest you can contribute to it for 2023.

$6500.00

400

For all auto loans you need this supporting document?

What is an insurance binder?

400

If someone doesn't want a HELOC for home repairs, they may like this?

What is a Home Improvement Loan?

400

As a Flex Equity, I will not go below this percentage rate.

What is 3.25%?

500

If the owner benefits from the business you will need this.

Beneficial Ownership Form

500

This type of IRA you pay taxes at the time of doing your contribution.

ROTH

500

I am the person if is attached to the loan for credit only purposes.

What is a guarantor?

500

Funds are held with this loan?

What is a Savings Secured or CD Secured?

500

If you didn't do your taxes for the past year, you can bring this as well as your 2020 taxes.

What is an Extension Letter?

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