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#Text for late client
Text for Late ClientGood afternoon, {{contact.first_name}}. Will you be joining me on the Retirement Review call you requested. {insert link}
#carrierannuity
Carrier Call - AnnuitiesCarrier Call - Annuities Carrier: Policy/Contract #: Account Value: Surrender Value: CDSC free date: Current surrender charge %: Bonus applied? Y/N: If yes, recapture amount: Conditions to ke...
#carriermf
Carrier Call - Mutual FundsCarrier Call - Mutual Funds Carrier: Policy/Contract #: Account Value: Surrender Value: CDSC free date: Current surrender charge %: Average fees for sub accounts: Average sales load: Type (VA, MF, FI...
#eapp
403b/457b eAPPFull Legal Name: Cell: Personal Email: Position: YOS: Current District: Campus Name: Date of Hire for this district: DOB: SSN: Beneficiary Name: Beneficiary DOB: Beneficiary Relationship: Address: US ...
#ghostedtext
Ghosted TextHey, {{contact.first_name}}. I hope everything's ok. I've tried contacting you a few times, but I haven't heard back. I get the feeling that you've decided to go a different direction, which I comp...
#lifeeappfull
Life Insurance Deep Quote Fact-FinderLife Insurance Traditional eApp Data Collection 1. Personal Information Full legal name (first, middle, last) Date of birth Gender Social Security Number Driver's license number, state, and expiratio...
#lifequickquote
Life Insurance Quick Quote Fact-FinderFull Legal Name: DOB: Gender: SSN: US Citizen?: If not, which country?: If not, Alien ID A#?: State of Residence?: State in which the insured was born?: Address: Phone Number: Email:
#lifeswiftterm
IRA eApp (Traditional or Roth) Data CollectionFull Legal Name: DOB: Gender: SSN: US Citizen?: If not, which country?: If not, Alien ID A#?: State of Residence?: State in which the insured was born?: Address: Phone Number: Email:
#pencalc
Pension Projections__________________________________________________ Pension Projections Current Age = Current YOS = Current Gross Annual = Target Retirement Age = Target YOS = Target AFC = Projected Pension Annual...
#precheck
Pre-Appointment CheckDistrict: State: TPA: NLG/MLN plan types open: Notes:
#referral
Referral Language ExamplesScenario 1: You successfully positioned a 403b, IRA or Life Insurance Language: Now that we have taken care of XYZ, how do you feel about having scratched that financial household item off your to-...
#transferdata
Transfer/Rollover/Exchange Required DataTransfer/Rollover/Exchange Required Data ------------------------------------------------------------------------ Ceding Carrier: TPA: Employer: Pre or Post Tax?: Tax Code: Product Type: Receiving Ca...