Prospect rating Samenvattingen, Aantekeningen en Examens

PRIMERICA LIFE INSURANCE EXAM WITH 100% CORRECT ANSWERS 2023 An insured purchased an insurance policy 5 years ago. Last year, she received a dividend check from the insurance company that was not taxable. This year, she did not receive a check from the insurer. From what type of insurer did the insured purchase the policy? a. mutual b. reciprocal c. nonprofit service organization d. stock - Correct answer-A. mutual funds not paid out after paying claims and other operating costs are re...

Disability Buy-Out plans feature: - ANSWER Long elimination plans up to two years (A disability buy-out plan funded with disability insurance has a long elimination period of generally two years. The elimination period begins the day of the disability. Then the disability policy will provide a lump sum to buy the disabled partner out. They want to make sure that the partner is not going to recover and come back to work) When MUST the Office of Insurance Regulation conduct a market conduct exa...

Philanthropy voluntary action for the common good Giving nearly always implies a connection to the org, satisfies one or more personal needs and may provide some type of return in what the org will do. key activities in fundraising - research - marketing - relationships - ethics & accountability research supports fundraising by - identifying stakeholders & donors - providing information about stakeholders - ensures appropriate resource allocation - supports plannin...

Philanthropy voluntary action for the common good... - Robert L. Payton, as quoted in Greenfield's Fundraising Fundamentals Number of nonprofits registered with IRS US: 1.4 mil; 63% registered as 501c3... 161K in Canada Donors give for the following reasons moral obligation to help... personal satisfaction of helping others... to remove guilt for not giving... to maintain/improve social status... peer pressure... compassion/empathy... personal identification... self-interest......

CFRE Misc10 Step Fundraising Plan-per Murry - correct answer Identification---------------> Screening ------------> Information | Gift Response ------------------------------------------> Interest | | Prospect Response Appreciation | | Solicitation <--------------- Rating <------------------- Involvement 1. _______________________ 6. Involvement 2. Screening 7._________________ 3. _______________________ 8. Solicitation 4. Interest 9. _________________ 5. _______...

CFRE Intensive Exam Questions With 100% Correct Answers What is LAI? How does it relate to prospect research? - answerLAI: linkage, ability, interest LAI is the basis of properly qualifying prospects. The most suitable prospect that an org can have is when all 3 aspects of LAI are present. Out of the 3, interest is the most important factor when qualifying your prospect. How does research ensure appropriate resource allocation? - answerResearch is the bedrock on which fundraising campaign...

CFRE Misc 10 Step Fundraising Plan-per Murry ANSWER- Identification------------- Screening ---------- Information | Gift Response ---------------------------------------- Interest Prospect Response Appreciation Solicitation ------------- Rating ----------------- Involvement 1. _______________________ 6. Involvement 2. Screening 7._________________ 3. _______________________ 8. Solicitation 4. Interest 9. _________________ 5. _______________________ 10. Gift ...

CFRE Ability - correct answer Assessment of donor's financial capacity, life stage, and liquidity Cultivation - correct answer A series of activities to maintain and deepen relationships and engagement with prospects, donors, and volunteers Data mining - correct answer Process of collecting, researching, analyzing and segmenting donors, prospects and volunteers Data privacy - correct answer Responsibility to maintain secure records and disclose any 3-rd party sharing of information ...

CFRE Misc10 Step Fundraising Plan-per Murry - correct answer Identification---------------> Screening ------------> Information | Gift Response ------------------------------------------> Interest | | Prospect Response Appreciation | | Solicitation <--------------- Rating <------------------- Involvement 1. _______________________ 6. Involvement 2. Screening 7._________________ 3. _______________________ 8. Solicitation 4. Interest 9. _________________ 5. _______...

CFREAbility - correct answer Assessment of donor's financial capacity, life stage, and liquidity Cultivation - correct answer A series of activities to maintain and deepen relationships and engagement with prospects, donors, and volunteers Data mining - correct answer Process of collecting, researching, analyzing and segmenting donors, prospects and volunteers Data privacy - correct answer Responsibility to maintain secure records and disclose any 3-rd party sharing of information D...