Name that Form!
What form is needed to add banking information?
What is the Automatic Payment form?
What are the possible LWG withdrawal rates?
What is 4% or 5%?
What is the minimum age required to purchase a Variable annuity at PFS?
What is 50 years old without an exception.
FlexChoice Access offers these two withdrawal options, designed for either steady income or higher early withdrawals.
What are Level and Expedite withdrawal options?
Name the allocation index options.
What is the S&P, Russell, MSCI, and NASDAQ.
What form is used to update or correct the Owner's information or the Annuitant's information on a contract?
What is the Contract Information Change form?
What is the rider income base referred to as?
What is the Total Guaranteed Withdrawal Amount?
This financial measure excludes homes, cars, and collectibles and is used to calculate the maximum allowable annuity investment.
What is Liquid Net Worth?
What is the annual charge for the FlexChoice Access rider?
What is 1.35%?
What is after the first contract year, the Free Withdrawal Amount is equal to 10% of the account value as of the prior contract anniversary.
What additional form is needed when a trust owns an annuity contract?
What is the Trustee Certification form?
What are the fund restrictions referred to as for LWG?
What is 100% open architecture?
This annuity product has a minimum purchase payment of $25,000 without an exception.
What is the Shield Level Annuity?
If the clients needs change when can they cancel the FlexChoice Access rider?
What is on the 5th, 10th, or later contract anniversary?
Name the minimum purchase amount.
What is 25k.
What form is required for all applications where the client's state of residence is different from the state where the application is signed?
What is the Nexus form?
Describe how an excess withdrawal would effect the income rider.
What is the lower of buckets calculation or similar description?
This tool must be completed before starting an annuity application for qualified accounts and generates a suitability statement.
What is the IRA Assembler?
Under FlexChoice Expedite and Level rider versions, this is the only withdrawal frequency allowed for an Auto‑RMD program.
What is annual?
The maximum performance that can be earned at the end of the term based on index performance.
What is the cap rate?
What form allows you to designate the form of death benefit payment to be made to your beneficiaries in the event of your death?
What is the Controlled Payout Request?
How long does the compounding period last?
What is 10 years or until the first withdrawal?
How long is the typical chargeback period?
What is 90 days?
In the following scenario a husband age 62 and wife age 65 would like to purchase Prime Options with Flex Expedite with his IRA and begin payments immediately- what will their income rate be?
What is 6.5%?
This redesigned feature allows a contract owner to lock in the Interim Value once during a term.
What is the Performance Lock?