This class was created by Brainscape user Erik Aguilar. Visit their profile to learn more about the creator.
By:
Erik Aguilar
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- flashcards
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Decks in this class (16)
Retirement Basics
Understand the basic offerings for retirement and associated terms
38
cards
Review questions Retirement Basics
Review questions from retirement basics section
29
cards
Call Opening and authentication
Introduction to beginning of calls
12
cards
Call opening and Authentication Review
When enrolling in voice pass what...,
What systems will you use during ...,
Please select the internet browse...
22
cards
Forms and Correspondence
What are the ways a ppt can send ...,
How can a ppt obtain a form,
True or false sending a form via ...
9
cards
Website Support
What specific internal website wo...,
Where would we find if a plan use...,
Choose from the below the correct...
8
cards
Beneficiary Review
What is a primary beneficiary,
What is a contingent beneficiary,
What script would you read for a ...
6
cards
Loans Review
In general what is the maximum lo...,
What is the max time that can be ...,
What is the max time that can be ...
45
cards
Beneficiaries
Review Questions beneficiaries
6
cards
Mid Market Tier 1
Review Questions Mid market
15
cards
Enrollments Review
What is the 402g limit aka the pr...,
Is the 402g limit per person or p...,
What is the amount of the limit f...
20
cards
Investments Terms
Asset allocation,
Asset class,
Capital gains yield
8
cards
Dividends and Capital Gains Activity
What are dividends,
What are capital gains,
What funds do dividends and capit...
6
cards
Investment Basic Review
What is a mutual funds,
True or false market capitalizati...,
Match the following a cash b fixe...
13
cards
Products and services Review
Which of the below options are sa...,
Which of the tools listed help a ...,
Which of the investments options ...
12
cards
Fund Transfer Review
What is the competing funds rule,
What would you tell a ppt wanting...,
What is the equity wash rule
24
cards
More about
Transamerica
- Class purpose General learning
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