Show:
Client Files
Correspondence
Sales Material/Privacy
Complaints
Miscellaneous
100
Original Financial Statements
What is prohibited material?
100
Financial Services Rep
What is a Primary Title?
100
LO115407350[1015]
What is sales material that expires in October 2015?
100
Must be reported, regardless of if the client wants a response
What is a Written Complaint?
100
System you must sign up for to use LinkedIn for business
What is Hearsay Social?
200
Contain the date, method, and a summary of the interaction
What are case notes?
200
Social Security Number
What needs to be sent secure?
200
Must proceed or accompany a VUL illustration.
What is a Prospectus?
200
States that a request or transaction was not processed correctly
What is a Complaint?
200
Type of written communication that is prohibited
What is texting?
300
One of the most important steps in the sales process.
What is a fact finder?
300
A copy is kept on your client file
What is Outgoing Correspondence?
300
Must be submitted to the SMRU for review
What is Sales Material?
300
Michelle Juras or Calvin Rowland
Who should you report a complaint to?
300
24 Hours
What is the amount of time when away messages should be left?
400
You can go paperless if you use this system.
What is SmartOffice?
400
Financial Advisor
What is a secondary title?
400
Must not be shared with anyone
What are passwords?
400
COMS
What is the system that tracks complaints?
400
NIPR.com
What is the website you go to to apply for an insurance license?
500
Signed Blank Forms
What is prohibited material?
500
Please review this and call me with questions
What is an approved sticky note message?
500
Must not be placed in the garbage
What is client information?
500
Must be reported it the client does not accept the reps or managers response.
What is an Oral Complaint?
500
21 GE and 3 in class Ethics
What are the amount of CE credits you need to renew your Illinois Insurance license?