MSB Certification 3| Questions &
Correct Answers / Newest
2025/2026,.
What color are the memorized phrases in the sales manual? - Correct
answerRed
Should you streamline the health questions or read them word for word? - Correct
answerRead them word for word
What should be marked (circled, underlined, etc.) on the financial strength page? -
Correct answerRated "A" / 1874 / U.S. Canada U.K.
What info is on the back of the financial strength page? - Correct
answerForesters philanthropic efforts, donations, etc.
What do you write on the back of the PlanRight brochure? - Correct
answerName, License #, Proposed Insured name, Face amount, premium, 1st draft
date
What is to be written on the front of the "My Last Wishes" pamphlet? - Correct
answerThe Free member benefits. (free will, law assure, lifelong learning,
scholarships)
What do we write on the inside of "My Last Wishes"? What do we circle on the back? -
Correct answerName, Phone #, Email. Circle the number to call to access
benefits
On the application, can a primary beneficiary be left blank? - Correct
answerNo. If they have no primary beneficiary to list you must do it to the insured's
estate.
, What pages of the application are to be left with the client? - Correct answerAt
least the notices page, but also the accelerated death benefit rider page? (It says must
be left with client on the page)
Are you required to attach a voided check to the application? - Correct
answerManual says always attach it, but..... it is not requires. It helps A LOT to
make sure you didn't make a mistake.
How should you attach a voided check to the application? - Correct
answerTape
If payer's name is not on the check, what do you need to verify? - Correct
answerThat they are authorized on the account.
What should you always write in the remarks section of the Producer Report? -
Correct answerThe draft date
What email do you submit your applications to for all carriers? - Correct
What should you do if your application is messy or illegible? - Correct
answerReplace w/ neatly written pgs/ but be careful and very neat on signature
pages!!
What email should you be using to submit these applications from? - Correct
answerWork email
What can happen if you do not submit the application after you have done an Apptical
Interview? - Correct answerYour ability to sell foresters products could be
revoked and you could lose your job.
What should you write on the application if the client decides not to proceed after the
LiveApp prescription check? - Correct answerWithdrawn
It is _____________ that gets you what you want, not _______________. - Correct
answerDiscipline, Desire
Correct Answers / Newest
2025/2026,.
What color are the memorized phrases in the sales manual? - Correct
answerRed
Should you streamline the health questions or read them word for word? - Correct
answerRead them word for word
What should be marked (circled, underlined, etc.) on the financial strength page? -
Correct answerRated "A" / 1874 / U.S. Canada U.K.
What info is on the back of the financial strength page? - Correct
answerForesters philanthropic efforts, donations, etc.
What do you write on the back of the PlanRight brochure? - Correct
answerName, License #, Proposed Insured name, Face amount, premium, 1st draft
date
What is to be written on the front of the "My Last Wishes" pamphlet? - Correct
answerThe Free member benefits. (free will, law assure, lifelong learning,
scholarships)
What do we write on the inside of "My Last Wishes"? What do we circle on the back? -
Correct answerName, Phone #, Email. Circle the number to call to access
benefits
On the application, can a primary beneficiary be left blank? - Correct
answerNo. If they have no primary beneficiary to list you must do it to the insured's
estate.
, What pages of the application are to be left with the client? - Correct answerAt
least the notices page, but also the accelerated death benefit rider page? (It says must
be left with client on the page)
Are you required to attach a voided check to the application? - Correct
answerManual says always attach it, but..... it is not requires. It helps A LOT to
make sure you didn't make a mistake.
How should you attach a voided check to the application? - Correct
answerTape
If payer's name is not on the check, what do you need to verify? - Correct
answerThat they are authorized on the account.
What should you always write in the remarks section of the Producer Report? -
Correct answerThe draft date
What email do you submit your applications to for all carriers? - Correct
What should you do if your application is messy or illegible? - Correct
answerReplace w/ neatly written pgs/ but be careful and very neat on signature
pages!!
What email should you be using to submit these applications from? - Correct
answerWork email
What can happen if you do not submit the application after you have done an Apptical
Interview? - Correct answerYour ability to sell foresters products could be
revoked and you could lose your job.
What should you write on the application if the client decides not to proceed after the
LiveApp prescription check? - Correct answerWithdrawn
It is _____________ that gets you what you want, not _______________. - Correct
answerDiscipline, Desire
