Systems
Use this if you want to look up an address
What is QAS Pro?
Product that starts with ART or ARN
What is Artistry?
Clients start this to ensure they satisfy an annual government requirement without calling each year
What is Auto Required Minimum Distribution (RMD)?
Brokers and their assists clear security with this
What is the Broker's last four SSN?
The company that has helped people secure their future and protect the ones they love for 175 years
What is MassMutual?
Use this to look up information about checks MM has sent out
What is SAP?
Another word for a policy in the accumulation phase
What is deferred?
Clients set this up when they want to receive distributions at a specified frequency
What is a Systematic Withdrawal Program (SWP)?
Always verify this piece of client information for financial transactions
What is the client's full SSN?
The number of iced coffees David has in a day
What is four?
Use this to verify bank information the client provides
What is GIACT?
This immediate policy has no withdrawal rights
What is Retirease Choice?
Clients set this up when they want to contribute money to their deferred policy on a periodic basis
What is an Automatic Investment Program (AIP)?
The caller (non-owner) provides you with the contract number, verifying if it's active or inactive
What is Releasing Information No Authentication Needed?
The number of cats Katie has
What is five?
Use this when you process a fund transfer yourself
What is Annuity OTA AWS (OTA)?
This type of policy comes from life policy death proceeds
What is an income settlement?
Clients use this to redistribute their investments/funds on a periodic basis
What is Automatic Rebalance?
After checking the paperwork on file, verifying the last four digits of the TIN and owner's full mailing address
What is trust owned security?
1295 State Street
Springfield, MA 01111-000
What is the home MM office address?
Use this to look at auto program information on LIFECOMM policies
What is NonTraditional Annuity (NonTrad)?
LIFECOMM policies
What are Flex Extra, Flex IV/Fund 4, and Foundation?
Auto program(s) that can be terminated over the phone
What are SWPs, Auto RMDs, Auto Rebalance, and AIPs?
Form(s) that can be sent blank to an authorized caller
What are
F6734 - Trust Certificate
F7833 - Partnership Certificate
FR2057 - Corporate Resolution
F5242 - POA Form
FR3025 - Associated Persons form
W9/W8BEN
Where you can recognize your coworkers and be recognized for your hard work to receive points.
What is spotlight?