Authentication
This system requires a 2nd secondary question
What is FM?
In these systems we must check Amex Notes
What is Ingenium 5.4 & Ingenium 7.7?
For ease of processing, in the case where an owner dies before the insured, there may be an assigned "__________ owner"
What is contingent?
These are added to the existing previous years' dividends and accumulate with interest
What is Accumulated Dividends?
Malfoy
Who is her cat?
The ________ ________ is used when obtaining the advisor's name, when it is listed as a Corporate Name
What is the Intercorporate Listing?
A POA is unable to change the ________ on a life insurance policy
What is the beneficiary?
A _______ may be assigned if a beneficiary is under age of majority
Who is a trustee?
A cheque is automatically mailed to the policyowner
What is Cash Dividends?
Kitchen
What is the least used room in Sandra's house?
The depositor (if different from owner) can complete the following request
What is "suspend banking?"
Freeze code definitions are needed in this system
What is Pallm?
Provides the right to buy additional insurance at predetermined future dates without submitting evidence of insurability
What is a Guaranteed Insurability Benefit (GIB)
Dividends are declared __________
What is annually?
Taylor
What's her daughters name?
When authenticating a company/charity the caller's _____ within the company must be confirmed
What is role?
This form grants an individual to have ongoing access to information on a specific policy with the written permission of the policyowner
What is a Personal Information Access (PIA) form?
When added to a base policy, pays an additional specified amount if the death of the life insured was caused solely by accidental means
What is an Accidental Death Benefit (ADB)?
Used to purchase additional permanent life insurance
What is Paid Up Additions (PUAs)
Spaghetti Sauce
What is the one thing Sandra has mastered in her kitchen?
Caller is __________. Release information and continue with request using applicable job aids.
What is "authenticated?"
Rights restrictions are found in this system
What is Pallm?
Insurance providing protection for a specific length of time, ending without any values once the client has reached the age of either 70 or 75
What is Term Insurance?
Withdrawing these dividends always requires a form
What are Econolife dividends?
Judy and Cindy
Who are Sandra's sisters?