CK4
What page in CK4 is the Social Security number on?
L52257548
62D1
Best Place for an agent code is what page?
0008673910
PNQ2
and what is it?
Can you go on EFT Direct deposit for Alis?
No
How many years does it take get money built up in a whole life policy?
2-4 years
What does Lapse mean?
The closure of an insurance policy due to failure to pay the premiums within a defined grace period
What page shows the agent code?
6201
What page are the beneficiaries found on?
pnq7
What do the 3 popular Alis policy numbers start with?
16,19,22
What 2 systems can you use One Source on line for?
Cyber Life and Alis
What does it mean when the status of a policy says paid up insurance?
A life insurance policy in which all premiums have been paid and the coverage is still effective.
What keys fix everything in Ck4?
F12, F11, F2, F1
In GSYS policy 0008556500 what is the method and the mode?
Method is 1 = direct bill
mode is 1= monthly
What page on an Alis policy is the address?
016171912000
Page 2
How often is loan interest billed?
one a year
on their Anniversary
What are the years of the Term life insurance policy?
10 yr, 15yr, 20yr and 30yr ( no 30yr in California)
How do you get to the note pad screen?
L52164970 ;
U1NP
For Policy number 0008673910 what is the paid to date?
10/28/2022
What is the loan amount and the withdrawal amount that you can take without needing a form?
up to $25,000.00
up to $5,000
What are the 3 places that you can get a social security number for a GSYS policy
The Page 1, Original application, or any form that they have filled out
What does term mean ?
The number of years a person is covered, if they were to die during that time we would pay out the beneficiary
What do we type for Values Screen?
What shows us current date and what shows other dates?
U1Q1
F10 and F9
What screen do we see the values on?
NFQ1
What is the HOI quote for loan payoff
4170
What is the difference between a PUA Cal and an Illustation?
PUA uses real numbers and an Illustrations is a projection
What is the last date converison mean?
The last day a term policy can be converted to a whole life policy to avoid loosing money paid on premiums.