GENERAL
WHAT IS NEEDED FOR A K.T.P.
A. FLIP CHART
B. LOGIN TO CARRIERS
C. YELLOW NOTE PAD
D. ALL OF THE ABOVE
D. ALL OF THE ABOVE
WHAT PRODUCT DO WE USE NATIONAL LIFE GROUP FOR?
INDEX UNIVERSAL LIFE (IUL)
TERM
ANNUITIES
WHAT PRODUCT DO WE USE FORESTERS FOR?
UNIVERSAL LIFE
TERM
WHAT IS THE EMAIL TO ASK ABOUT NEW BUSINESS?
NEWBUISNESS@PHPAGENCY.COM
1. TERM
2. PERMANENT
CFT- CERTIFIED FIELD TRAINER
FT- FIELD TRAINING
KTP- KITCHEN TABLE PRESENTATION
TRUE OF FALSE
YOU NEED TO SUBMIT APPLICATIONS THROUGH IPIPELINE
TRUE
1. SMART UL
2. SMART UL NONMEDICAL
3. YOUR TERM
4. STRONG FOUNDATION
WHAT IS A REASON YOU WOULD NOT GET POINTS ON A POLICY?
RESUBMISSION
NOT ATTACHING CORRECT PDF
MISTAKE ON APPLICATION
NAME THE 4 COMPANIES WE USE FOR ANNUITIES?
NATIONAL LIIFE GROUP
AMERICAN NATIONAL
FIDELITY & GUARANTY
SILAC
NAME TWO WAYS TO DETERMINE COVERAGE?
FLS- FINANCIAL LIFESTYLE ANALYSIS
DIME- DEBT, INCOME, MORTGAGE, EDUCATION
NAME THE PRODUCT SPECIFICALLY USED TO SUBMIT
LSW FLEXLIFE 2019
LSW TERM LIFE
WHERE DO YOU SSUBMIT THE APPLICATION?
IPIPELINE
WHAT ARE THE PAY DAYS OF PHP?
WHAT DO YOU DO FOR WORK?
HOW LONG HAVE YOU BEEN DOING THAT?
DO YOU SEE YOURSELF DOING THAT FOR THE NEXT 5-10 YEARS?
ARE YOU OPEN TO BUISNESS OPPORTINITIES?
HOW TO PROPERLY DETERMINE PTS?
A. ANNUAL PRMIUM X 12MO.= TOTAL PTS.
B. MONTHLY PREMIUM X 12MO.= TOTAL PTS.
C. MONTHLY PREMIUM X 12MO. X % COMMISSION RATE= TOTAL PTS.
D. ANNUAL PREMIUM X 12MO. X % COMMISSION RATE= TOTAL PTS.
C. MONTHLY PREMIUM X 12MO. X %COMMISSION RATE= TOTAL PTS.
WHAT ARE THE LIVING BENEFITS?
CHRONIC ILLNESS
CRITICAL ILLNESS
TERMINAL ILLNESS
CRITICAL INJURY
ALZHEIMER'S
WHO CAN QUALIFY FOR THIS COMPANY?
ONLY PEOPLE WITH SOCIAL SECURITY
WHEN IS A QUALITY CONTROL CALL NEEDED?
WHEN THE POLICY EXCEEDS 5,000 PTS.
WHAT IS D.I.M.E?
DEBT
INCOME
MORTGAGE
EDUCATION/EXPENSES
HOW MANY LEVELS OF CFT ARE THERE?
5 LEVELS
LEVEL 1 - PHONE CALL
LEVEL 2 - RI
LEVEL 3 - KTP
LEVEL 4 - ANNUITY
LEVEL 5 - FAST START
BY WHEN DOES THE POLICY HAVE TO BE IN PLACED IN ORDER TO GET PAID?
WHEN DOES THE POLICY HAVE TO BE PLACED IN ORDER TO GET PAID?
TUESDAY 2:00 AM
WHAT ARE THE 4 ANNUITY QUESTIONS?
1. WOULD YOU LIKE TO HAVE A GUARANTEED INCOME FOR LIFE?
2. WOULD YOU LIKE GURANTEED SAFETY?
3. WOULD YOU LIKE TO HAVE YOUR MONEY DIRECTLY TO A BENEFICIARY?
4. WOULD YOU LIKE YOUR MONEY TO GET TAX DEFERRED?
WHAT ARE THE 4 ANNUITY QUESTIONS?
1. WOULD YOU LIKE TO HAVE A GUARANTEED INCOME FOR LIFE?
2. WOULD YOU LIKE GURANTEED SAFETY?
3. WOULD YOU LIKE TO HAVE YOUR MONEY DIRECTLY TO A BENEFICIARY?
4. WOULD YOU LIKE YOUR MONEY TO GET TAX DEFERRED?