Across
- 5. Product clients buy to create guaranteed income
- 6. The act of a client introducing us to a potential client
- 9. A policy top protect client income
- 10. Term used when client moves the 401k into an IRA
- 12. The asset class used to hedge against inflation
- 15. Name of award Matt won for Lacrosse in college
- 17. Name for our quarterly goal or commitment
- 18. The inventor of 10-3-1
- 19. Place where John eats lunch 4 days a week
- 20. Thing we try and help our clients avoid
Down
- 1. Life Insurance policy tied to market performance
- 2. The most common last name on our team
- 3. The college most represented by our team
- 4. Our Core Value around Growth and Development
- 7. Level of care we provide our clients
- 8. Our investment strategy believes in
- 11. Award for top Insurance producers at NM
- 13. Money paid for insurance
- 14. Office where the most amount of employees work out of
- 16. The act of realigning your portfolio