SCS
SCS Income
RC
IE
Surprise
100

The minimum dollar amount allowed without an exception

What is $25k?

100

The cost of SCS Income 

What is 1.5%

100

The minimum dollar amount allowed in RC

What is $5k

100

The M&E on IE B share if you are only allocated to segments 

What is 1%

100

The most popular annuity product 

What is SCS

200

How often do we sweep funds?

What is weekly 

200

The segment durations available on SCS Income

What is 1 and 3 year segments 

200

The minimum issue age allowed to get the GMIB

What is age 50?

200

The surrender schedule (just the years) on IE

What is 5 years

200

The DSF with the most annuity sales last year — hint he graduated to ESF last year

Who is Jack Robel — $4.8 million 

300

The most popular segment on SCS

What is the 6 year 20% Dual Direction 

300

The deferral rate if you aren’t taking income

What is 7%

300
The years the deferral period goes for 

What is 20 years 

300
The most popular type of funds that flow into IE

What is NQ?

300

The district that did the most annuity sales last year

Who is the Lo district?

400

What buffers are available on the 6 year standard segment 

What is 10%, 15%, 20% and 40%

400

The level income withdrawal rate for a 65 single client 

What is 6%

400

What is the withdrawal rate a for a 70 year old husband and 65 year old wife looking to take income.

What is 7%

400

The segment that is only available on IE

What is the growth multiplier 

400

Rank which from highest cap rates to lowest cap rates, IE B, IE C and IE ADV

They all have the same cap rates 

500

The way the segment interim value is calculated 

If you are 1 year in to a 6 year segment, you put in 100k, markets up 20%, what are you up? 

It will reflect the value of the puts, calls and fixed instruments at that time. There is no pro rated upside. 

You could potentially be up 20%

500

If a husband has a single level income and passes away, account value is $500k, what are the wife’s options 

She can only cash it out or 1035 the exchange 

500

The cost for the income rider and M&E

What is a 1.4% rider and 1.3% M&E fee

500

The buffer protection is available on the dual direction 1 year segment that in IE that is not available on SCS 

What is the 20% buffer

500

Between IE B share and SCS B share who’s cap rates are hirer

What is IE