1) Which of the following is NOT one of the 6 Cs of the 1-1? a) CONNECTION b) COMPANY c) CONCERNS d) CRUSADE e) CLOZE f) COMPENSATION 2) What is FORM used for? (Family, Occupation, Recreation, Motivation) a) Building rapport when meeting a new client b) Gathering financial information from a client c) Introducing your trainer 3) What is our Mission Statement? a) No Family Left Behind b) Recruit Everyone c) Always Be Closing 4) Which type of account can be described as Safe, Liquid, Low Rate of Return? a) Fixed b) Variable c) Indexed 5) Which type of account can be described as Risky with High Rate of Return? a) Fixed b) Variable c) Indexed 6) Which type of account can be described as Market Protected, Mirrors the Market, and Steady Rate of Return? a) Fixed b) Variable c) Indexed 7) Which of the following is NOT part of the 6 steps to financial freedom for our clients? a) cash flow b) debt management c) real estate investments d) emergency fund e) proper protection f) building wealth 8) What is the FNA used for? (Financial Needs Analysis) a) Introducing your trainer b) Building rapport with a client c) Gathering financial information from your client 9) We ALWAYS grab basic FNA questions ON THE CALL. a) True b) False 10) An IUL account is which of the following? a) Tax Now b) Tax Later c) Tax Advantaged

Class 2 - Quiz 1

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