Policies 101
Policy with a face amount of $249,999 or less that only requires a mouth swab
What is Easy Choice Term
The year Western & Southern Life Ins was established.
What is 1888?
Earliest age that someone can withdraw funds from their employer retirement plan.
What is 59.5
The Baltimore Agency Address.
What is 10461 Mill Run Cir, Ste 625 Owings Mills, MD 21117
A prospecting play used to get in front of the breadbasket and starting out markets to assist the parent if their child is lost or missing.
What is a Child ID Kit.
Only pays when the insured dies of a accident, but return or premiums as age 65
What is a Accident Plan.
The guiding principles.
What is Journey to Excellence?
Government deferred compensation plan that has strict rules for the payout of funds to beneficiaries.
What is TSP.
The Baltimore agency division.
What is division A
Establishing career ages 35-45.
What is Breadbasket.
Limited underwriting and a single premium
What is the Legacy Master.
Agency Vision Statement
What is Customer-focused financial services made simple for the middle market.
The minimal amount you can contribute to a "Smart Select" annunity.
What is $20,000?
CSS Adrianne's last name.
What is Foster.
A prospecting play used to get in front of retirees to help medics and family members find prescription drugs that the senior is taking.
What is Vial of Life.
The max age you can convert a child rider.
What is 25 years old?
Company owned by its policy holders.
What is a Mutual Holding Company?
Allows the child to convert up to $35,000 of this investment plan to a Roth IRA.
What is 529 Plan.
Baltimore Agency Office Fax Number
What is 410-356-5020
The only planet in our solar system to rotate clockwise on its axis
What is Venus
Last time someone is eligible for Legacy Master and annuities
What is 85.
The face amount of first policy sold.
What is $500?
Mutual fund company that requires fund managers to invest 1 million dollars of their own money for the fund they manager.
What is American Funds?
The agency's President's Month Agency Apps Placed goal?
What is 56 policies.
Zodiac Water Signs
What is Cancer, Pisces & Scorpio.