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Full Surrender Quote and Safe Harbor

Authored by Diego.A.S.V Diego.A.S.V

Other

1st Grade

Used 1+ times

Full Surrender Quote and Safe Harbor
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9 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If you are doing a Full Surrender Quote in wmA and you get an Red Error Message, on the top left, to check what kind of restriction do you have to find on IRC.

Warning Error Chart

Full Surrender Quote Restrictions Errors

wmA - Warning Restrictions

wmA - Type of Errors Chart

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

To enter the Surrender Quote tab on wmA, where do you have to go.

Disbursements Link

Values Link

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In the View the Warning Restrictions section (top Right) to determine if there are restrictions on the policy.

True

False

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What are the two ways to send the Full Surrender Quote on wmA?

Phone and Email

Mail and Email

Fax and Email

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Do not enter more than one email. If the request is being sent to multiple email addresses, they must be entered in wmA separately.

True

False

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Safe Harbor only applies to a policy issued prior to August 13, 2001.

True

False

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the amount that has to be paid or received in connection with the termination of the policy?

is $5,000 or less

is $7,500 or less

is ₡5,000 or less

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