Pros & Cons
This product of the option to allow any unused LTC benefit to pass on as a death benefit to heirs, known as the Legacy Benefit Rider
What is Secure Care
Name three of the security guards at the front desk
What AJ, Noel, Jay, Cornelius
What is Chronic Care
This career agent sold door to door encyclopedia, before coming to New York Life
Who is Tom Mathias
a product that requires at least 100k over 10 years to do
What is Secure Wealth Plus
Life Insurance, Long Term Care and Money Back Guarantee
V.S.C.
What is Virtual Service Counter
Who is Jason?
The label of the 4 Boxes helps clients to outline their current Long Term Care Solution
What is Who, Where, How and Solution
These are the 3 components of GuideMe
What are Our Process, Discovery and Solution
F.I.O.
What is Future Insurance Option
Our DM, Ed Stein never played football, but is a die hard fam of this College Team
Who is University of Miami
This concept explains to clients the three ways there money will be taxed.
What are the Tax Buckets
M.P.P.
What is My Payment Preference Form
With a dual degree in accounting and Finance, This the name of Christian R. Morton's Alma Matta
What is Western Kentucky Univeristy
Designed for clients who wants to leave a legacy, with a flexible premium and don't care about cash value.
What is Universal Life
List the Three main options for Dividends in a policy
What Paid Up Additions, Reduce Premium or Cash
S.G.L.I.
What is Service Group Life Insurance
Who is Zues