SDIRA Concepts
What does the acronym "IRA" stand for?
Individual Retirement Arrangement
Name a common security question we ask when verifying someone.
Last four digits of SSN and Date of Birth
Name the questie who is an avid plant enthusiast
Haley Gant
Name the animal being tossed around in the FISH Philosophy video.
fish
Name all of the accounts we can hold here at Quest.
Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Solo 401k, Health Savings Account, Education Savings Account.
What is the correct way to answer an incoming call at Quest Trust Company
"Thank you for calling Quest Trust Company, this is [insert name]. How may I make your day?"
Name the questie that loves the Astros and randomly yells "Go Stros" often.
Logan Onda
Name the four principles of the Fish Philosophy.
Choose Your Attitude, Play, Make Someone’s Day, Be There
In the year 2020, what is the maximum contribution for a SEP IRA?
up to 25% of the employee's total compensation or a maximum of $57,000
What should you always do before picking up the phone?
smile :)
This questie has dog named Biggio. He was named after Craig Biggio of the Houston Astros.
Nicole Wilson
Name the establishment that the FISH philosophy is modeled after.
Pike Place Fish Market
What age do contributions to a Coverdell Education Savings Account have to stop?
The day the child turns 18.
What should you do if you can't solve the client's problem/don't know the answer?
Honestly inform them of the situation, put them on hold, and quickly find someone who can help/answer their questions.
This questie is a yogi.
Jo Ficca
What city and state does the Pike Place Fish Market reside.
Seattle, WA.
At what age does someone have to start taking Required Minimum Distributions in the year 2020?
72
The act of building up a fellow coworker on the phone with a client before sending the call over to them.
the power of the pass off.
This questie has worked in almost every department at Quest.
Krystal Washington
What year was the FISH Philosophy video first released?
1998