Ages
In the United States what is the average age of a first-time home buyer?
36
What are the names of your wealth partners?
Banker/Advisor/Associate name
Where can you find out if a client is coded to Wealth?
In Fusion top right corner- In CEI left side under Relationship manager
Clients in the Wealth Management customer group get Wealth Management-branded personal checks for a discount of 50% True or False
False-
If you choose to snooze a pop-up how long until it is active again?
Next business day
At what age is someone required to take their RMD? (Required minimum distribution)
73 years old
How long has your wealth banker been with the company?
8 years
How can you check if there is a current wealth referral for the Client?
Fusion under Actions & Offers
Who is the CEO of U.S.Bank?
Gunjan Kedia
After selecting “Not interested” A pop-up is suppressed for 3 months. True or False
False- 6 months
What is the minimum age to contribute to an IRA?
There is no minimum age to contribute to an IRA, either Traditional or Roth. If you have taxable income and meet the modified adjusted gross income limits.
After receiving a referral, how long until your wealth partner attempts to connect with the prospect.
24-48 hours
Access information including overcoming objections as well as key things to look for relating to wealth management.
Making the Introduction SharePoint site
Smartly- What accounts qualify for total consumer balances? List 3 of the qualifying accounts.
What deposit balance with USBank would create a pop-up for a client?
75,000
At what age can someone withdraw from their IRA, penalty free?
59 1/2
What are some of the things your wealth partner does?
Relationship building, Goal planning, partnerships, long term options.
Which team member do you enter a wealth referral to?
The Wealth Management Banker
What are the four primary segments provided by U.S.Bank
Emerging Affluent- <$250K net worth or investable assets
Affluent Wealth Management-$250K–$3MM in footings (excluding USBHM)
Private Wealth Management-$3MM net worth and $500K in footings or personal trust account
Ascent Private Capital Management- >$75MM net worth
What is a pop up?
A banner for potential wealth management clients that will be at the top of the screen in Fusion or CEI
At what age can a person receive the maximum social security benefit?
70
What does your wealth partner NOT do?
Rates
A client comes in to make changes to their investment account held at the advisory center. How do you direct them?
1.800.888.4700
How many branches does your Wealth Management Banker cover?
How many branches does your Wealth Management Advisor cover?
5
12
Customer who qualifies but have not had a referral sent to Wealth Management from Branch in the last 12 months. Would generate a pop up? True or Fase
True