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AMS General Trivia Flashcards | StudBud
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AMS General Trivia
AMS General Trivia
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A basic quiz on AMS and annuity concepts
Flashcards
11 cards
F
Practice quiz
P
Host live
L
Questions
11
Answers
1
Does AMS work with Life Insurance products?
Yes
No
2
At what age do retirement funds become liquid?
75
55
59 1/2
72 1/2
3
What is the phone number for the AMS back office?
888-479-8795
719-266-2837
800-448-4510
800-451-8452
4
Who is the greatest wholesaler you have ever met?
Andrew Bower
Andrew Bower
Andrew Bower
Andrew Bower
5
What is WFG's minimum age for an annuity client?
59 1/2
30
25
0
6
Generally speaking, are qualified funds taxable?
No
Yes
7
Does the Performance Elite series have an income rider?
No
Yes
8
What portion of a withdrawal from a Non-Qualified annuity is taxable?
Only the growth
Only the principal
All of it
None of it
9
For what needs would you call the New Business Team?
Case status
Changes to a submitted application
All of the above
Application help
10
Which of these indices is NOT available on the Athene Performance Elite?
NASDAQ
BNP
Janus
PIMCO
11
What state is AMS based in?
Louisiana
California
Pennsylvania
Utah
