Product
What is the M&E for NARIA?
20bps
True/False: We must always run a Morningstar report when comparing another annuity to Monument Advisor
True
Which TC has the most transitions this year?
Grace
What is the retail equivalent of the BlackRock Advantage Large Cap Core Fund
MDLRX
What 2020 documentary had us all watching the bizarre world of big cat breeding and especially an eccentric zoo operator?
Tiger King
What is the cost for the Joint Pro4 option?
60bps
What is the cost of the CoreIncome Advantage Living Benefit the Pacific Life "Innovations Select NY" Annuity
75bps
What is the CRD number for Matthew Day LPL?
5064174
What are Tax-Inefficient Funds? Provide Definition
Manage tax-inefficient asset classes like those that generate ordinary income and/or short-term capital gains within a tax-deferred product to optimize for tax efficiency and potentially improve accumulation.
Asset classes that match this description include REITs, commodities funds, bonds and absolute return funds.
During the 2022 Academy Awards, actor Will Smith walked onstage and slapped what comedian in the face?
Chris Rock
157
How many funds are in the "Pacific Innovations" annuity?
98
What RIA firm is April Murdaugh associated with?
Woman to Woman Financial
Why does Nationwide add a "synthetic revenue share" to the low-cost funds?
Because those fund families do not participate in revenue sharing.
What is the name of Jennifer Coolidge’s character on White Lotus?
Tanya McQuoid
How much would a client receive annually based off the following scenario: IRA Dollars. Age 60. Linc Accelerated. Taking Income at Age 70. 1% Advisory Fee.
$39,525
What is the surrender schedule on the "Jackson Advantage" annuity? What are the surrender percentages?
7 years. 8 half, 7 half, 6 half, 5 half, 5, 4, 2
Weston Miller has 1 held schedule call this month. What is the advisor's name and what did Weston talk about?
Jason Martin. MA 1035 exchange
How many Fidelity funds do we have on Monument Advisor?
19
What famous married couple co-host Love is blind?
Nick and Vanessa Lachey
Explain the Non-Qualified Stretch
When the owner dies, the spouse can continue the contract in their name. After the remaining spouse dies, funds can be distributed to the beneficiary.
What are the 4 things to look for in a Morningstar report?
Navigate to the Nationwide Advisory Website. What RIA wholesaler covers Arizona?
Sam Singer
What is the retail equivalent of the Fidelity VIP Energy fund? What was that funds 1-year high?
FANIX. 54.35
How many couple actually got married in Season 7 of Love is Blind?
In the Love Is Blind Season 7 finale, two couples successfully tied the knot: Ashley Adionser and Tyler Frances, and Taylor Krause and Garrett Josemans