WFG People | Why haven't I got paid? | ASAP, Data Collect, FASTSTART | You Said No Math! | What's the Product? |
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Who is Aaron Rojo
He answers every question during training and has been promoted of ESP (executive suckup) of the desert basecamp.
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What is Direct Deposit
I forgot to sign up for this and now my checks are lost somewhere between Corona and Palm Springs
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What is the ASAP
Company Overview
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WQhat is $96,000
A client puts $12K in an investment and gets 9%, how much will she have after 24 years?
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What is an IUL
Can realize substaintial gains with no exposure to losses due to market flucuations.
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Who is
She is the one who wears the pants in the Trijo Family and is also known as "the queen"
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Lapse of Premium Form
This form that needs a wet signature regarding what happned to policy that goes unpaid is required the State of CA
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What is Faststart
8 Speed Filters
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What is $10,000
If an Index Universal Policy has a Long Term Care Allotment of 2% per month. What is the maximum, per month, a client can recieve for LTC with a $500K Death Benefit.
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What is TransAmerica
Term Policy from this company allows the client to use part of the death benefit if they become terminally ill
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Who is Michelle Rudo
Her house is the place to go when the world comes to the end and you are out of can peas.
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What is Get Appointed
In order to get paid, I must first do this before I can submit an application with a carrier
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What is the Data Collect
Breakdown of a clients assets and liabilities
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What is $5,000 X 45%= $2350.00
A Senior Associate writes a policy worth 5000 points, what will be her commission on this deal?
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What is a ROTH IRA
An investment vehicle that allows the client to invest a maximum of $6000.00 per year
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Who is Brian Dewberry
He can whip you up an IUL or a cosmo if you visit Morgans at the La Quinta Resort
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What is a Charge Back
These two words describe what happens when a client does not pay their policy for the first 13 months? They will make cry when you read your statement
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What is The ASAP
The Rule of 72
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What is 150
The number of ASAPs a business partner has to do in 2021 to to write 30 Apps if they have an ASAP to App Ratio of 20% .
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What is Varable Universal Life (VUL)
This Life Insurance Product requires the agent to be securities licensed
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Who is Christoper Schaeman
His one hour friday zoom calls NEVER go just one hour
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What Medical Records
These are required from a client's doctor (who never responds) before an underwriter will approve a policy, let alone get you paid
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What is FASTSTART
Top 25 List
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What is $750.00
The override amount a MD would recieve if one of his training associates closes a policy for 3000 points.
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What is Everest.
Thsi vendor is at the "Top of the Mountain" when it comes to Final Expense Insurance
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