Lyfe
The health lookback period on a 13z/29k
What is 3 years?
The minimum initial premiums on an FPBIA for qualified and non qualified
What are $2,000 Qualified and $5,000 Non Qualified?
The rate you're supposed to quote for T65 Med Supp for a smoker
What is standard?
The crediting options on a 19F
What are monthly avg w par, point to point cap, point to point par, and fixed
Policy year at which lifetime income withdrawals must begin on a GLIA for bonus 1% to apply
What is year 11 or more?
The procedure for informing management that you have an unexpected lateness or absence
What is e-mailing 5167mgt@bankerslife.com?
The medical underwriting orders needed for a 65 y/o for 250K UL
What are Paramed, Blood, Urine, and APS unless qualified for ClearPath?
The Barclay's participation rate for July on FPBIA
What is 117%?
The estate exemption in Oregon (without a special type of trust)
What is $1M?
Two riders available on 19F for issue age 65+
What are (any 2 of the following): Accidental Death bene, Primary insured term, Additional insured term, Terminal illness accelerated benefit, or Chronic illness accelerated benefit?
The maximum benefit period for Enhanced Benetfit withdrawals on a GLIA+
What is 2 years?
The type of money used to fund a ROTH account
What is after-tax money?
The two conversion dates for ReliaTerm
What is the 5th policy anniversary, or policy anniversary following insured's 70th bday, whichever is later?
ex: for 64 y/o, could convert at age 70; for 67 y/o, could convert up to age 72; for 60 y/o, could convert up to age 70
The Convalescent Care Rider
What allows one additional Free Partial Withdrawal equal to 10% of the Premium paid for qualified nursing home confinement w/o penalty during the surrender period?
3 types of accounts that agents alone cannot write business from
What are (any 3): IRA stocks/brokerage/advisory, IRA bonds, IRA mutual funds, IRA variable annuities, 401ks, NQ stocks/brokerage/advisory, NQ bonds, NQ mutual funds, NQ variable annuities, variable life?