Products and Services

Question 1

What is the estimated income projection accuracy for OnTrack Online?

Answer 1

70%

Question 2

What simulation does OnTrack Online use?

Answer 2

Monte Carlo

Question 3

OnTrack Online targets what % replacement of ppt final salary?

Answer 3

80%

Question 4

OnTrack Online generates 3 pieces of info

Answer 4

Weather Icon, Estimated Income, Income Goal

Question 5

Sunny

Answer 5

> 95%

Question 6

Partly Sunny

Answer 6

80%-94%

Question 7

Cloudy

Answer 7

65%-79%

Question 8

Rainy

Answer 8

less than 65%

Question 9

Name the two types of glidepaths TRS creates

Answer 9

Lifetime and Retirement

Question 10

QDIA

Answer 10

Qualified Default Investment Alternative

Question 11

Two pieces of info needed to sign up for PX

Answer 11

Retirement year and Risk Preference

Question 12

After signing up for PX a ppt will see two portfolio breakdowns

Answer 12

current (today’s) investement and retirement year

Question 13

What investment options are used for SPL

Answer 13

Vanguard Target Date funds

Question 14

Name the screen that ppt uses to provide info when using TMA?

Answer 14

Control Panel

Question 15

5 minimum pieces of info necessary to use TMA?

Answer 15

Gender, State of Residence, Current Salary, Desired Retirement age, Contributions

Question 16

I A R

Answer 16

Investment Advisory Representative

Question 17

When unsubscribe to TMA?

Answer 17

90 day waiting period to subscribe

Question 18

Long

Answer 18

26+ YTR 90S/10B

Question 19

Intermediate/Long

Answer 19

16-25 YTR 70S/30B

Question 20

Intermediate

Answer 20

6-15 YTR 50S/50B

Question 21

Short/Intermediate

Answer 21

5 YTR - 4 YIR 30S/70B

Question 22

Short

Answer 22

5+ YIR 10S/90B

Question 23

Similarities

Answer 23

Investment Manager, fund Provider, Top 10 Holdings, Investment objective

Question 24

Differences

Answer 24

Prospectus, Annualized Returns, Gross Expense Ratio, Investors, Unit Value

Question 25

Asset Allocation

Answer 25

92% Investment Mix 3% Luck 3% Security Selection 2% Timing

Question 26

I A R

Answer 26

Investment Advisory Representative

Question 27

When unsubscribe to TMA?

Answer 27

90 day waiting period to subscribe

Question 28

Asset Allocation

Answer 28

92% Investment Mix 3% Luck 3% Security Selection 2% Timing

Question 29

Investment Principles

Answer 29

Asset Allocation Diversification Rebalancing Change Investment mix over time

Question 30

What independent financial expert is used?

Answer 30

Ibbotson

Question 31

shows the Best, Expect and Worst for your accumulation

Answer 31

TMA, Transamerica Managed Account