Show:
The BFS
The FNA
Products
Promotions
Wild Card
100
What is Step 1 of the BFS?
Prospecting
100
What does FNA stand for?
Financial Needs Analysis
100
I go up when the market goes up and when the market goes down I lose NO money, and I can provide tax free retirement. What am I?
What is IUL?
100
What promotion does one receive when they do 3-3-30?
Associate
100

What's 1-1-7?

1 recruit, 1 application in 7 days 

200
What is Step 5 of the BFS
The Start-Up
200

What is a BPM

Business meeting presentation 

200

Insurance that is designed to cover funeral expenses when you pass

What is Final Expense/Everest

200

What promotion is 5 licensed agents & 40,000 points between you & your team?

What is Marketing Director (Rolling 3 months)

200

What is a baseshop?

A team of agents under a specific SMD 

300
What is Step 3 of the BFS
The Presentation
300
What is the First Step of the FNA?
Increasing Cash Flow
300

A tax-deferred retirement vehicle that allows you to choose from a selection of indexes and can pay you a pension like income for the rest of your life.

What is a Fixed Index Annuity

300

What promotion is 10 Licensed Associates | 3 direct legs (2 SA or 1 MD) | 75,000 base net points | $35,000 or more in rolling 12-month cash flow?

Senior Marketing Director (Rolling 3 Months)

300

What is the scenario of disaster? 

Enthusiasm creates curiosity, leads to questions, you attempt. to answer questions & answer wrong, leads to skepticism & the result is failure 

400
What is Step 5 of the BFS
The Start-Up
400
What is the Sixth Step of the FNA?
Preserve Wealth
400
What does LTC stand for?
Long Term Care
400

If you save $1,000 a month, either by yourself or between you & your family, what promotion can you obtain? 

Senior Associate

400

What is E.T.H.O.R. stand for? 

Excited, Training, Help, Opinion, Referrals

I'm excited, I'm in training, I need your help, I value your opinion, Send me referrals down the road. 

500
What is Step 2 of the BFS
The Approach/Contact
500

What is the trainee's responsibility on a presentation?

Edify trainer, mute themselves & take notes
500
An account used to set aside funds needed in the event of a personal financial dilemma.
What is an Emergency Fund
500

At what promotion level do you qualify for stock options & have your commissions vested for life? 

Marketing Director

500
What is D.I.M.E.?

Debt, Income, Mortgage, Expenses/Education 

How we calculate insurance costs