TAC Sales Support Holiday 2020 Crossword Puzzle
Across
- 1. Name of our internal recognition program
- 3. The metric you should be striving for
- 4. Popular index for blue-chip stocks in the US
- 7. Our CRM platform
- 8. Transamerica Advice ______
- 12. Statement of ______
- 13. Action used in AWD to postpone an item
- 14. Should always do this at the start of a call
- 16. Act introduced this year due to COVID-19
- 17. Required Minimum ____________
- 18. Used to view information on Pershing clients
Down
- 2. Our internal indexing system
- 3. Call transfer you should make internally
- 5. Initial Public __________
- 6. Used to submit information to NextCapital
- 9. Fund Source that grows tax-free
- 10. Type of gain realized when an asset is sold
- 11. What we all forget to do on a Teams meeting
- 13. Internal website housing documents/resources
- 15. Team answering inbound support line