This class was created by Brainscape user Kelsie Davis. Visit their profile to learn more about the creator.
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Kelsie Davis
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Decks in this class (11)
Settlement Options
A fixed sett option will give you...,
Specified amount the payee chooses,
How would death benefit proceeds ...
12
cards
Misc.
A qualified annuity is synonymous...,
A non qualified annuity is defini...,
What is a decedent
14
cards
Annuities 2
What does qrp stand for,
What is a transfer,
How much federal tax applies to a...
22
cards
FPDA
What is the interest rate for an ...,
All fpdas and diso born before 06...,
If an fp calls in with questions ...
7
cards
Fixed Settlement Option
What s the purpose of a fixed set...,
A settlement option is the contin...,
What does fpi stand for
13
cards
SPIA
Payment choices typesconsumer pri...,
Peter griffin chooses fixed perce...,
Peter griffin chose fixed percent...
8
cards
Filling Out the 28e
A mom is filling,
A mom is filling out 28e for her ...,
In the mcc i wasn t able to discl...
21
cards
End of day 12/16
The,
Field employees have access to th...,
Where how can the field staff sen...
4
cards
SMIS and AWD
What is very important to remembe...,
What does basic 3 stand for mean,
In what document do you find the ...
5
cards
My Brain is Breaking!!
What s the significance of jan 31st,
What is the 7 12 form,
The executor of the estate calls ...
3
cards
12/20 First Day of Mentoring
In what folder is the document re...,
An fpda has a blank interest rate,
An fpda once the balance falls be...
8
cards
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