WorksheetsT8 Quiz Day
Total questions: 25
Worksheet time: 13mins
Accelerate : This fund is a fixed income instrument that represents a loan made by the investor to the borrower typically for GOVERNMENT and CORPORATE.
bonds
equity
global fund
none of the above
Agency Standards: APE stands for
Annual Premium Entity
Analysis Per Entry
Annual Premium Equivalent
Analysis Prior Engagement
NFTF PRUONE: This consist of important details regarding the client's chosen fund including fund value projection and important compliance clauses.
Family Details
Personal Information
Beneficiary
Purchase Review Card
Agency Standards: This is a temporary receipt issued by the agent to acknowledge that they have represented themselves as Pru Life UK Agent.
Provisional Receipt
Official Receipt
Cash Receipt
Sales Invoice
BONUS question : This is our activity last WEDNESDAY
Digital Dreamboard
Post for a cause
TIKTOK Challenge
First Pru Encounter
Accelerate: This is a renewable and convertible TERM PRODUCT that provides death coverage.
PRU MAX INVEST
Pru Life Your Term
PAA PLUS
Prulink Elite Protector Plan
AGENCY STANDARD: These are policies place under the supervision of the Head Office due to Separation/Resignation from the company of the SERVICING AGENT on record.
Free Policy
Orphan Policy
In Force Policy
Lapsed Policy
How many percent is the basic paying commission for Pru Life Your Term for clients who will pay annually?
30%
20 %
45 %
35 %
Agency Standard : This is the process of EVALUATING information and resources to determine the RISK that the company may take in responsibility.
Auditing
Underwriting
Recording
Policy admin
Agency Standards : This is a PAPERLESS Pru Life UK APPLICATION SYSTEM to accomplish NEW BUSINESS APPLICATION. It is a digital application that can be accessed by the agent through their device.
PRU ONE
PRUFIT
PRISM
PULSE
NMA is the maximum sum assured that can be given by an agent according to their rank without the need of medical exam (for clean cases) NMA stands for.
Non-Medical Authority
New Medical Authority
Non-Medical Automation
New Manager Appointment
Agency Standard: This is a tax regulation which provides US TAX authority with an information regarding US persons who have money invested outside USA.
BIR
FATCA
UK Tax system
Value Added Tax
Bonus Question. UM Joanne's husband full name
Lendl Vita
Donlendl John Vita
Don Vita
Donlendl Vita
This is the most recommended app for NFTF presentation.
Viber
ZOOM
Telegram
NFTF - TRUE OR FALSE :NFTF can be used by an agent to sell to clients outside the Philippine Territory.
(a)
This is the only Pru Life UK Accredited BANK that accepts scanned copy of Auto Debit Arrangement.
BDO
BPI
Metrobank
Landbank
NFTF: This is an additional requirement to prove occurrence of VIRTUAL MEETING and will be submitted as part of application documents.
Policy Ammendment Form
Attestation Form
KYC form
Agents Confidential Infomation
Sales process that needs to be covered during NFTF presentation.
Needs Analysis
Generation of Quotation Proposal
Risk Profiling
All of the above
Pruone Version allowed for NFTF application
PruOne Version 2.0 S
PruOne Version 2.0 U
PruOne Version 2.0
None of the above
How many digits is the verification code that will be sent to the client after clicking the purchase review link?
3 digit verification code
4 digit verification code
6 digit verification code
10 digit verification code
NFTF- This is an app recommended for filling up and E- signature for IOS users
Adobe Acrobat
Adobe Flash Player
Paint
Accelerate : This charges is already reflected in the unit price and are not being deducted from the policy units
Insurance Charge
Rider Charge
Policy Fee
Annual Management Charge (AMC)
Accelerate: A type of fund that has equity fund return but lower VOLATILITY
Growth Fund
Proactive Fund
Global Market Navigator Fund
Money Market Fund
This is an app that needs to be downloaded to avail FREE INSURANCE BENEFIT
PRU ACCESS
PRUONE
PULSE
PRUFIT
Bonus question: Enhanced Community Quarantine is extended until
April 30
April 25
May 15
May 1
