KIS
What's the dollar amount a client needs to have in order to have an advisor
$50,000
What's the dollar amount a client needs to have in order to be a Key Private Client?
$250,000
What's the net worth a client should have before introducing KPB?
$2mil
Will KPC asset growth and investments be individual or branch results for our licensed teammates?
Individual
Who can talk about investment products with a client?
PCA
What is the dollar amount a client has to bring of new money to have a qualified enrollment?
$25,000
What's not taken into consideration when it comes to net worth?
Investable Assets
How much $ will teammates earn for a KPC referral?
40
At the end of the wealth analysis, how many trials does it run to stress-test the plan?
1,000!
What is the foreign transaction fee on the KPC checking account?
0%
What is one way to keep an asset outside the control of a Will
1. Put it in a Trust 2. Add a POD beneficiary
What will a BM earn for Red Key?
$350
$500,000 monthly
How many FWC's will a BM get for a qualified KPC enrollment?
0
What percentage of Americans have a written financial plan?
36% according to Schwab’s 2024 survey
What % of the BM scorecard is around KPC Asset Growth?
Community Core:0% Acquisition:15% Expansion: 25% Flagship:30%
A client wants to buy individual stock in a brokerage account, a managed account, a fixed annuity and a brokered CD. What will hit the branch scorecard?
What are the 3 steps of the Key Wealth Analysis?
Understand, Plan, Connect
What is the current Estate Tax exemption amount per individual in Washington State?
3 million and indexed for inflation
What % does investment production effective the BM scorecard?
Community Core & Acquisition: 15%
Expansion & Flagship: 20%