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Across
  1. 4. Some accounts have restrictions against accepting these kinds of deposits.
  2. 6. In addition to M&E and Admin, each subaccount has ____ Expenses.
  3. 7. The only agent from Axa who is permitted to do fund transfers for his clients.
  4. 9. This amount in SmartApp represents the amount that is free every anniversary. It is often 10% or 20% of the deposits.
  5. 11. Money is invested into a fixed account or money market fund and moved on a monthly basis into the variable subaccounts.
  6. 15. Riders with titles ending in the word "Max" allow only the ___ Strategy funds.
  7. 19. When providing free withdrawal amounts, it is important to also provide the amount available under the ___.
  8. 20. In the Met 80, the 80 represents the percentage invested in ___.
  9. 21. If the Fixed Account is available, this is the lowest rate it will pay.
Down
  1. 1. This is the free amount that includes any gains and all deposits which have gone through the surrender schedule.
  2. 2. This fee is charged on accounts with low balances or at the time of surrender. It is included as part of the surrender charge on the Financial tab.
  3. 3. In order to see if a transaction may be done, we go to this page in AirMet.
  4. 5. Some of our riders require a minimum amount to be held in fixed and bond investments, with maximum limits on higher risk funds. These categories are called ____.
  5. 8. This document containing the subaccount expenses may be found on eService, metlife.com or AirMet.
  6. 10. This report may be found on eService, metlifeinvestors.com eForms and AirMet. Although the past does not predict the future, it is often used to help a client decide on investments.
  7. 12. The MetLife portfolios in this category are named in such a way that an investor can look at the name and know the ratio of equities to bonds.
  8. 13. This charge includes the M&E and Admin fees.
  9. 14. This investment strategy requires a new deposit of at least $10,000
  10. 16. Some restricted accounts still allow deposits that represent the client's annual IRA or Roth ___.
  11. 17. This investment strategy "shuffles the deck" periodically, to return the portfolio to the designated percentages.
  12. 18. Joint Owner Authorization is required for these in order for one owner to make a request without the other.