"Policy Patrol"
"Rules & Routes"
"Procedure Pursuit"
"System Savvy"
"Governance Game"
100
Does a term policy have cash value?
None
100
What modes of payment does a term policy have?
Annual, annual-automatic, semi-annual, semi-annual automatic, quarterly, quarterly automatic, monthly automatic
100
What is the Agent Worktype for Agent Address Change?
AGTADD
100
What is the url that policy owners, agents, agent assistants or you would use to log into the website?
100
What is the minimum partial withdrawal amount on an Ultra 2000 UL?
$250
200
What non-forfeiture options do we have for WL Policies
?
reduced paid up APL and extended term
200
What is the policy fee for whole life policies?
$90.00
200
Give 3 verification points if we are speaking to an Active Assignee on 62d1
Policy Number
Owner DOB
Owner SSN
Password (If Applicable)
200
On the website do we log in as agent's or the policy owner?
Agent
200
What are the issue ages on the Golden Achiever?
Issue Ages: Ages 50 to 85
300
What is the maturity age on the Ultra Achiever?
95
300
What is the minimum amount that has to be requested when taking a loan? What is the interest rate of the loan? 
minimum amount is $250 and the interest rate is 8.0%
300
Minimum interest rate and maximum COI that the insurer guarantees, regardless of market conditions.
Guaranteed Assumptions
300
What tool do we use to check the General Info of the policies 
Product Spec Matrix
300
What is the address we provide for Fixed or Variable customers
Lincoln Benefit Life Policy holder Services
P.O. Box 4323, Clinton, IA 52733-4323
400
What riders are available on a Valedictorian I?
None
400
What things do we as the CSR need to request/send out for conversion?
we can send a form like HIPPA to the customer, and we can also request an Illustration base on the requested face amount when converted the pols.
400
A life insurance policy owned by a bank on the lives of key employees, used to fund employee benefits and improve financial performance.
BOLI (Bank-Owned Life Insurance)
400
What tool can you use to provide processing time frames?
WORKTYPE MATRIX
400
What is the minimum face amount for the Legacy Secure SL?
$250,000
500
Give the 4 Indexed Products That LBL service
Echelon Index UL
Savers Index UL
Ultra Index 2007
Ultra Index 2009
500
What options does the policy owner of a Legacy Choice 07 have to increase their death benefit?
What options does the policy owner of a Legacy Choice 07 have to increase their death benefit?
500
A type of permanent life insurance funded by a one-time lump-sum premium payment, offering lifelong coverage and cash value growth.
Single Premium Universal Life (SPUL)
500
What Main System we use in order for us to check policy details
Cyberlife
500
What is the grace period for the Legacy Choice II?
61 Days