Types
Long Term Care
Potpourri
Referrals
100
What insurance has an end date
What is Term Insurance
100
This will qualify you to recieve monthly benefits
What is not being able to perfom 2 of the daily task of living
100
Money goes this way to beneficiaries
What is tax free
100
The person you send your referral to
Who is Joan Schade
200
This could build cash value
What is Whole life
200
name 2 daily tasks of living
What bathing, eating, dressing,transferring, toileting
200
What we can do for existing policies
What is a review
200
The dollar amount of your referral payout
What is $25
300
Provides for you when you need care
What is Long term Care insurance
300
Where you can live to receive benefits
What are home or nursing home
300
The maximum number of referrals you can have
What is unlimited
400
A type we don't offer
What is Car insurance, Renter Insurance or Health Insurance
400
target age to start planning
What 40 - 60 years old
400
When a lump soum of money is put into a policy it is called this
What is a paid up policy
400
What type of life event would be a good referral
What is marriage, child being born, business deal
500
Often used with Business owners
What is Keyman Insurance
500
True or false - you can outlive your benefit
What is true
500
What do you call an exchanging of policies
What is a 1035
500
A good way to get a referral
What is asking your client when they last reviewed their insurance