One A Day
Impacting ONE Family ONE day at a time.
What is OAD's Mission?
Rich Thawley
Who is the Founder?
Temporary and Permanent
What are the two Categories of Life Insurance Contracts?
Fixed or Variable
Two types of Annuities?
Agent who earned their first $1K within 3 months of being Licensed?
What is Net Licensed?
January 2014
What is the start of One A Day?
Partner/Sister company since 2001.
Who is Transamerica?
What are the three types of Universal Life Plans?
Converting Accumulated Value into a series of income payments.
What is Annuitization?
5 Licenses and 40K Points
What is the Marketing Director/Junior Broker Qualifications?
20
What is the number of States we do Business in today?
Over 70,000.
What is the total number of Agents in North America?
What is Living Benefits?
What are non-qualified funds?
Extra Monthly and Quarterly Income that Senior Brokers receive.
What are Bonuses(Monthly and Quearterly based on organization's performance)?
HOPE Dealers Shirt
What is Giveaway upon being Licensed?
Monte Holm, Jack Linder and Hubert Humphrey.
Who are the original Co-Founders of WMA/WFG?
Bathing, Dressing, Toileting, Transferring, Continence, and Feeding.
What are ADLs(Activities of Daily Living)?
Accumulation, Guaranteed Income or LTC.
What are three main purposes of an Annuity?
6 recruits, 2 licenses and 30k in a 60 day window.
What are Top Gun Qualifications?
29
What are the number of total licenses active today?
Transferring book of business to loved ones.
What is the Heritage Program?
Defines Life Insurance Contracts and how it is treated Tax wise.
What is IRS Tax Code 7702?
Fixed Annuity that has a floor and cap(for the most part)?
What is an FIA(Fixed Index Annuity)?
Recognition for having the most number of teammates attending an event.
What is Director Of Motivation?