CENTIER
The day of the month that Centier celebrates with Fun Filled Fridays.
What is the last Friday of each month.
Peter Parker is the alter ego of this superhero.
Who is Spiderman.
This company is the broker dealer for Centier Investment Services.
What is Cetera.
This is the tax deadline date.
What is April 15th.
This is the maximum amount a person is able to give another person annually without incurring gift tax.
What is $15,000.
This acronym was created with Centier's values.
What is CLIFF. Caring, Loyalty, Integrity, Friendship, Fun)
This is the largest freshwater lake by area in the world.
What is Lake Superior.
This product is a tax deferred vehicle offered by insurance companies that has an investment component.
What is a Variable Annuity.
The 4 digit number used to reference an individual tax return.
What is 1040.
This is an individual or organization who acts on behalf of another person or persons to manage assets.
What is a Fiduciary.
The 2nd Centier branch to open.
What is Highland.
This rock group recorded the album Dark Side Of The Moon.
Who is Pink Floyd.
This insurance product helps pay for in-home or nursing home care.
What is Long Term Care (LTC).
The 4 digit number used to reference a trust tax return.
What is 1041.
This investment strategy seeks to reduce investment risk, while maintaining a desired rate of return by spreading an individual's investments over a number of asset types.
What is Asset Allocation.
The M/D/Y Centier was established.
What is April 22, 1895.
This chess piece can only move diagonally.
What is the bishop.
This class of Mutual Funds has an upfront sales load.
What is A shares.
The name of the tax document, sent to the client, reflecting the total IRA distributions taken.
What is 1099-R.
This type of trust is designed to benefit individuals who are currently receiving government assistance.
What is a Special Needs Trust.
The three words that were used to create Centier.
What is Center, Century, and Premier.
The average person does this thirteen times a day.
What is laughs.
What CDSC stands for.
What is Contingent Deferred Sales Charge.
What is 70 1/2.
This document provides a clear and meaningful definition of the relationship between client and Centier as it relates to the implementation of investment strategies and objectives of the account.
What is an Investment Policy Statement.