Granum
These are the number of dials you should do daily
What is 40?
These are the different types of TERM insurance that NM offers?
What are T80, L20, L10, T10
Where should all important client-based documents be stored?
what is docket.
It is important to determine if someone is eligible and has whole-life insurance in place before investment recommendations because....
What is it allows you to be aggressive for longer?
This is the location of our headquarters.
What is Milwaukee, WI?
This is the number of FF you should complete in your first year.
What is 300.
This type of policy is a Whole life policy along with some term.
What is a companion policy
What are the three pillars of financial planning as indicated on the PX Slide "Our planning strategy"
As described by Scott Carr, what are the four elements of a child's life?
What are Mom, Dad, School, and Home
What are the five questions you ask your JW partner after a FF?
What are Was it a FF, Was it a CO, How much premium, lives, and new clients?
This is the percentage of reaches you should have per dial.
What is 25%
Excluding limited pays (10-year/20-year), what are the three main types of Whole Life Insurance NM Offers?
What are WLO, WLP65, WL100
What are the purposes of paths in PX other than the current path
A popular metric used by successful advisors, this indicates the number of new set and referrals you should, at minimum, complete each day
what is 2x4
Name the three exams which must be passed to become securities licensed.
What are the SIE, 6/7, 63?
This is percentage of submitted lives to case opens Granum says you should have.
What is 33%
What are the three main riders on a Whole life policy you should always consider adding?
What are ACB, APB, and WP
What is the new feature in PX that allows you to send a link for the client to complete information necessary for the factfinder
what is the fact gathering tool
This number is the maximum percentage of income that can be replaced with long-term disability
what is 99?
This tool in excel helps you keep track of what you are selling.
What is the case open inventory?
Granum's famous ratio is 10-3-1. But that 1 is really spread out over 3 years. What is that breakdown?
60%, 30%, 10%
When considering and calculating death benefit, what are factors you should consider?
what is Debt payoff, something for the children, income replacement?
These are the essential pieces of information necessary to send out a MHQ
what are First, Last, DOB, SSN, Address, Phone, DL #, Email
In a Factfinder, what percentage of the time should the client speak?
What is 80%
The most successful advisors start their day between these times
What is 5am-6am?