PRODUCTS & VEHICLES
The stage of an insurance application where the insurance company is going through the applicant’s medical history
What is UNDERWRITING?
The time we tell our guests to get there for the September 28th BPM
What is 9:30am?
The recommended % you should consistently be getting on mock exams before taking the certification exam for a Module
What we never ask when approaching a guest who just attended the BPM
What is "WHAT DID YOU THINK?"
What the O in ETHOR stands for
What is OPINION?
Another term for a Permanent Tax Shelter
What is UNIVERSAL LIFE?
The dates of this year's Banff Convention
When is JANUARY 17TH TO 19TH 2019?
This is hosted on Sunday morning at 8am to help raise the success of agents passing their provincial exams
What is HLLQP BOOT CAMP from Calgary?
The BPM Role responsible for chatting and making guests feel comfortable in the BPM room
What is a WALTZER?
The tool (acronym & what it stands for) we use to welcome and get to know guests effectively
What is FORM (Family, Occupation, Recreation, Message)?
The product partner that only takes on clients with $500,000 liquid assets, outside of WFG
Who is FRANKLIN TEMPLETON INVESTMENTS?
The product provider that has teamed up with Steve Holbrook to fund a contest to pay for a few agent’s Banff registration this month
Who is Ivari?
The type of credits an agent needs to keep their Life Licenses in force (starting their 3rd year being licensed)
What are CONTINUING EDUCATION CREDITS?
WFG is a(n) ______ brokerage, meaning WFG does not have any of its own products
What is UMBRELLA?
The best way to get recruits, clients, or referrals
The 2 guarantees of Segregated Funds
How an unlicensed agent can qualify for the Banff Leadership Meeting by the end of September?
What is GETTING 2 DIRECT RECRUITS?
True of False: I can refer business out to our referral partners are soon as I am Life Licensed
What is FALSE – you need to pass your Referrals Course before referring our business
The financial phases we’re in while saving for our FIN and then after we retire
TRUE OR FALSE: I need 3 direct recruits and to have helped 3 families in with a plan in 30 days to receive my Associate promotion
The death benefit required on an Ivari policy to obtain the included Everest benefit
What is $100,000?
The name of this year’s Banff Convention
What is MISSION 2020?
The three courses required to hang your license after you pass your provincial exam
What are the COUNCIL RULES COURSE, ETHICS, ANTI-MONEY LAUNDERING?
The 5 Concerns of Starting a Business
Investment, Time, Need, Risk, Knowledge
The online training portal recently released for the Holbrook Hierarchy
What is DREAM TEAM UNIVERSITY?