TAC Sales Support Holiday 2020 Crossword Puzzle

Edit Answers
123456789101112131415161718
Across
  1. 1. Name of our internal recognition program
  2. 3. The metric you should be striving for
  3. 4. Popular index for blue-chip stocks in the US
  4. 7. Our CRM platform
  5. 8. Transamerica Advice ______
  6. 12. Statement of ______
  7. 13. Action used in AWD to postpone an item
  8. 14. Should always do this at the start of a call
  9. 16. Act introduced this year due to COVID-19
  10. 17. Required Minimum ____________
  11. 18. Used to view information on Pershing clients
Down
  1. 2. Our internal indexing system
  2. 3. Call transfer you should make internally
  3. 5. Initial Public __________
  4. 6. Used to submit information to NextCapital
  5. 9. Fund Source that grows tax-free
  6. 10. Type of gain realized when an asset is sold
  7. 11. What we all forget to do on a Teams meeting
  8. 13. Internal website housing documents/resources
  9. 15. Team answering inbound support line