Form Identification
Must be completed when exchanging coverage from one Annuity to a new one.
What is the Replacement Form?
This household appliance, invented in 1947, became popular for heating TV dinners.
What is a Microwave?
Issued for the next business day from processing.
What is the FIA?
This coworker’s birthday is in May, they have an affinity for travel, and surprisingly, their hidden talent is being a great blackjack player.
Who is Kris?
The "middleman" group that offers assistance to Agents and operations teams.
Who is the IMO?
Required when living in one state but signing in another.
What is the Cross Border Form?
The first thing you hear each morning.
What is an Alarm Clock?
Additional funding can be applied within 6 months after issuance.
What is the MaxG?
They love watching Friends, appreciate handmade gifts, and they celebrate their birthday in January.
Who is Marcos?
All applications written in Florida must have this information.
What is the FL State License Number?
The only from that can be requested with an SDR.
What is the W9?
Something found on every item at a super store.
What is a Barcode?
Has a Premium Minimum of $1,000.
What is the MYGA?
Outside of work you might find this person enjoying one of their favorite pastimes: playing the game Skyrim, watching Naruto, or improving their marketing skills.
Who is Josh?
(T/F) The Agent can be their own Client.
What is True?
(T/F) The state of Florida requires a Spousal Consent Form.
What is False?
Invented by a police officer in 1912 and originally alternating between only two colors.
What is the Traffic Light?
At the age of 87, a client can no longer apply for this product.
What is the FIA/MaxG?
This person is a fan of the cooler fall season, prefers Starbucks cold brew, and loves watching this gameshow.
Who is Russell?
This is the only individual who can use an Agency ALSC code.
Who is the Principal Agent?
If premium will not be received by Check or Transfer, this from must be submitted.
What is the EFT form?
True for all product types, this is the first Contract Anniversary after the Annuitant’s 100th birthday.
What is the Maturity Date?
This team members’ favorite food is Mac N Cheese, they love the movie Face Off, and their hidden talent is juggling.
Who is Kaytlyn?
This type of Insurance coverage is required by all agents and protects their business practice in the event of a lawsuit.
What is Errors and Omissions?