Truist Mission
What is the Truist Purpose?
To Inspire and Build better lives and communities
Who is our business insurance through?
McGriff Insurance
What is the #1 cause of stress in the workplace?
Finances
What is the minimum amount needed on deposit or in investable assets to refer to Premier or Preferred?
$100,000
True or False. We can refer clients to the opposite heritage organization if they prefer their merchant offer.
False
Name the 5 core values of Truist.
Trustworthy, Caring, One Team, Success, Happiness
What is the average funeral cost?
Between $10,000 and $15,000
Who is our Virtual Partner?
Maria Matias
True or False. All Centers can refer to a Premier or Preferred Partner?
True
(hBBT) Name one promotional benefit offered to clients through QTR 3.
Free reader, terminal or no license fee for virtual terminals. Monthly SaaS fee waived for 2020. No application or boarding fee.
Who are our 3 priorities in the Truist Mission?
Clients, Teammates, and Stakeholders
What are the three basic uses of Life Insurance?
Final Expenses, Debt Repayment, and Income Replacement
The foundational components of the Financial Wellness program is to PARTNTER, PLAN, and _______.
Action
Name 2 benefits of referring your clients to Premier/Preferred Advisor.
Multiple available answers
True or False. hST merchant services is the largest 100% bank owned merchant provider in the US.
False
Where under our Mission do we reference T3?
Clients
Truist Insurance is the ____ largest broker in the USA and _____ in the world.
6th and 7th
What are the two benefits for employers with the Financial Wellness Meeting?
Offers the employee benefit of tools and resources to help reduce stress and increases employee productivity and engagement.
These teams are a centralized team of Licensed Advisors selling investments on the UMA and digital platforms?
CAC and CAT
(hST) Name 3 different things that Clover Flex accepts for payment.
What is our commitment under our Mission regarding our Stakeholders?
Optimize long-term value for stakeholders through safe, sound and ethical practices.
How many states are McGriff Insurance licensed?
50
Name the new Financial Wellness program.
Budgeting in a crisis
Who is the MD region's Regional Director for Premier?
Dean Falzone
What heading will hBBT merchant services show on a bank statement?
TSYS