Across
- 3. This type of Salesforce account is used for advisors who are not appointed with OneAmerica
- 7. Regional office meetings are held at this frequency
- 8. The service level for plans with $10-30M is assets
- 10. A new corporate trustee available for premier trust plans
- 11. This person will enter opportunities requiring special pricing in SFA
- 13. Contact this person for questions about Rent Invoices or Crome River expenses
- 14. The website used to look up important plan documents and information about a plan
- 16. The new task "type" for logging tasks in SFA
- 18. This advisor group has several restrictions regarding products and investments
- 19. This report can now be customized for each plan
- 20. This type of advisor compensation is built into the price of a group annuity plan
Down
- 1. We partner with one of these on unbundled gva plans
- 2. This person manages the SWAT program
- 4. This function in Outlook replaces the Stationary feature from Lotus Notes
- 5. This new business document is specific to 403(b) plans
- 6. This must be provided to participants before they are given the opportunity to enroll in a plan
- 9. Recent acquisitions City National Bank and BMO operate under this name
- 12. This is a revenue sharing account that is funded by AUL. On GVA plans these are availabe to plan with assets of $5M+.
- 15. Standard turnaround for compliance review is this many days to receieve comments
- 17. These must be requested separately when ordering premier trust enrollment kits