Easy Does It!
This product is available to those that don't want to pay a high premium each month
What is Term life insurance?
This is where you go to add an appointment that you need ran for you by someone else, if you are not able to do it yourself
What is the MATCH UP Link!
*Found on your BOSS LinkTree
If business is written from an appointment, the percentage paid to agents involved in closing the client business
What is the SPLIT
This is the acronym for B.O.S.S.
What is a BOLD OBSESSION to SERVE & SAVE, the lives in our community and around the world!
The professional title you take on after passing your license
What is Life Insurance Agent?
Life Agent is acceptable
This is a permanent life insurance that last until 100 years of age and pays dividends
What is whole life insurance?
The amount of advanced notice needed to ensure your meeting is matched up
Does an agent have to be present on the appointment for the trainer to split them on policy after closing business?
What is NO!
The qualifications for TTT
What is 5 personal recruits and 10k personal submitted points?
Two different types of life insurance
What is TERM & PERM?
This is the best product in the insurance market place today
What is Indexed Universal Life (IUL)?
When unsure, you go to this person about match up
Who is your MARKETING DIRECTOR!
NaTasha Blair
The maximum that any trainer should be split when matched on an appointment
What is 50%
*The trainer is brought in to close, they earned 50%. The generator brought the business to the table, they also earned their 50%.
The qualifications for a PMD contract level
What is 15 base recruits & 30,000 Base submitted points?
(must be at 6/6k personal by the 15th)
The 3 different types of annuities
What is FIXED, INDEXED, and VARIABLE?
This acronym is a product that helps individuals prepare for retirement
What is a IRA?
What to do if you want a specific person to run your meeting
What is REQUEST that person in the comments section of the Match Up Entry
3 different ways to split up a policy
What is...
50/50
25/25/50
75/25
Qualifications to get a Director level contract
10 base recruits & 20,000 base submitted pts
(must be at 4/4k personal by 15th)
This product is a good alternative for someone that may have been declined for life insurance
What is an annuity?
Where agents go to submit business
What is Bamboo?
You ALWAYS start at the "New Business - Carriers" page on your Bamboo back office
This is what any trainer should do when asked by any agent to run a meeting for them
What is ASK the agent if they got the approval from their Marketing Director and tell the agent to request them via Match Up!
If a trainer is running a field training for an unlicensed agent or helping an unlicensed agent with a client, who gets split when the business is closed?
Who is the trainer that closed the client and the licensed upline of the unlicensed agent that generated the business
50 / 50 split
The number of offices BOSS has opened nationwide
What is 6:
STL (Watson), STL (Olive), KY, TX, Vegas
It's not until this age that you can withdraw from your retirement account without being penalized
What is 59 1/2?