CPC
What is CPC?
Chase Private Client
What card allowed 1.5% cash back with all purchases with no annual fee?
Freedom Unlimited
What does FHA stand for?
Who Primarily gets this type of loan?
Federal Housing Administration
First time home buyer
What is diversification designed to help reduce?
Risk
What Does BRM Stand for?
Bonus - Who's Ours
Business Relationship Manager
Shea Grigsby
What does CPC get you?
With Chase Private Client, you are supported by a dedicated banker who partners with an advisor from J.P. Morgan Wealth Management. Together with a team of specialists, they help you grow your wealth, assist with personal and banking solutions, and support your home lending needs.
What travel card has a $95 annual fee?
Sapphire Preferred
If a client doesn't close on time for a CHASE reason, what is the one time amount that Chase will give you?
$5,000
What is the main difference between a traditional and Roth IRA?
Traditional, deductible now, taxed later. Roth, taxed now, tax free later.
What Business Account Is Ideal For Small and Growing Businesses?
Business Complete
Who qualifies for CPC?
Clients with 150k in overall relationship or a business platinum account
I have a $300 annual travel credit
Sapphire Reserve
If the house that the client wants to purchase is in a grant eligible zone for Chase, what are the amounts they can qualify for?
$2500 or $5000 depending on the area
What does “fiduciary” mean in an advisory relationship?
It means a duty to put the client’s interests first.
What Balance Waives the MSF for Business Platinum?
100k - or 50k with CPC
What Auto Discount Do CPC clients qualify for?
0.25% rate reduction
What credit card provides unlimited 2% cash back?
Business Premier Ink
What is the total max rate discount a client can receive from under relationship pricing program?
1%
What does S&P stand for?
What Does ETF stand for?
Standards and Poor's
Exchange Traded Fund
What Percentage of Gross Revenue will Chase provide for a Line Of Credit Dollar amount?
10%-20%
How Many Qualifying Checking Accounts Can be Linked to a CPC Checking?
9 (per Article no. 103786)
How many in branch credit cards do we have that clients can apply for?
8
What are the the existing relationship chase private client discounts available?
$150k- .125
$1 million - .25
What is the Rule of 72?
It’s a quick way to estimate how long it takes money to double. Divide 72 by the annual return rate.
Or .. If my investments earn 6% annually, how long will it take to double? 12 years. (Rule of 72. 72 / 6 = 12)
What's the Required Zoning to Finance a Building underneath the business's name?
Commercial or Dual Zoning (can not do residential)