| Show Me the $$$: Financial Planning | I Want My Refund | Buy More Insurance | Give It All to Charity | Mystery Flavored |
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What is 'eMoney'.
I am the Primary software of the Financial Planning team.
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What is '[email protected]'.
This is the primary email address and Salesforce queue for Tax, Planning and Insurance?
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What is 'American Business'.
Carson Insurance uses which company for it's products and services?
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What is 'Successor Trustee'?
An advisor can continue to manage a client's assets if Carson Private Trust is named as this in a Trust Agreement?
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What is 'Christian/Gospel'.
Famous singer and ex-wife of Nick Lachey, Jessica Simpson, first started singing this type of music?
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What is '0%'.
Carson Group takes what percentage of planning fees charged by a partner firm?
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What is '$350 minimum or $185/hr'.
Carson Tax offers return services starting at what price?
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What is 'an Annuity'.
This type of insurance safeguards against longevity and running out of money?
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What is 'NATCO' (National Advisor's Trust Company).
Carson Private Trust use this company for it's Trust Services?
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Who is 'Ken Jennings'?
This Jeopardy phenom is considered by many to be the GOAT as he recently walked away with the grand prize of $1,000,000?
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What are 'Fees and Commissions'.
A fee-based advisor can receive these forms of compensation.
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What is '4'.
Carson Tax has how many CPAs?
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What is '85%'.
This is the maximum revenue an advisor team can get from doing insurance through Carson Insurance?
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What is 'None'.
Carson Private Trust can draft these legal documents for our clients?
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What is '2000'?
Martin Luther King, Jr. Day was finally celebrated by every state in the Union in which year of this century?
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What are the 'CFP and ChFC'?
Ron has these planning credentials?
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What is 'Wednesday'.
The normal tax filing day falls on which day of the week this year?
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What is 'Property and Casualty'.
Carson Insurance does not handle these types of insurance?
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What is '63'.
This number is known by many to be an 'Angelic number' of success and diligence. It is also the exact number of Trusts possible.
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What is 'The Wynn Casino'.
The city of this year's Excell, boasts this casino, which is both the largest and the most profitable on the Strip?
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What is 'Enhanced Services'.
Prior to the Wealth Enhancement Group and the dinosaurs, the AST was first known as?
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Who is 'Benjamin Franklin'.
This was quoted from which famous American?
"But in this world, nothing can be said to be certain, except Death and Taxes..." |
What is 'Loss by Fire'.
Benjamin Franklin founded the Philadelphia Contributionship in 1752, an insurance company centered around what deadly risk?
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Who is 'Prince Rogers Nelson'.
This legendary performer who was named after his father's jazz trio famously died without a will in 2016?
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Who is 'Art Fleming'.
Alex Trebek broke the Guiness World Record for the 'Longest Running Gameshow' in 2014. Who hosted the show before Trebek?
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