Last update: 7/23/2026
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MMSD Annuity Trans Specs |
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Task Description |
[Client name] – [company] – single contact |
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Note Type |
Normal – New |
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Date |
As dictated. Use the received date in DANA if none. (Always check the contact’s profile for existing activities) |
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Time |
Leave blank if not dictated. If dictated: Time needs to be converted based on the territory of the MD. Put the dictated time in IC. Use the converted time in DANA field. |
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Contact Name |
Use the contact name found in Salesforce. For duplicate profiles: Use the contacts that has the FINRA CRD Number |
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Account Name |
As dictated. Leave blank if none provided. |
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Location |
As dictated. Leave blank if none provided. |
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Activity Type |
In-Person Meeting Virtual Meeting Drop-in Appointment |
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Subject |
As dictated. If none, base it on the context of the meeting notes For Existing: Copy the Subject found from existing event. |
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Text |
Capture notes verbatim For Notes with tasks, use this format on Main Note Follow-up task for [IW/MD Name]: Task Note |
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Topic |
Book Of Business Review Illustration Ran |
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Optional Topic |
NAIC Training (not in use) |
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Product Line |
SPIA/DIA MYGA VA – Default |
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Policy |
As dictated. Leave blank if none provided. |
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Related To Organization |
Leave blank unless MD dictated different Firm/Related to Account |
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University Modules |
As dictated. Leave blank if none provided. |
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# Expected Attendees |
As dictated. Leave blank if none provided. |
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# Actual Attendees |
As dictated. Leave blank if none provided. |
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Location |
As dictated. Where the meeting took place. |
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All Day Event |
Tick as dictated. |
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Note Type |
Task (Completed Phone Calls) |
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Date |
As dictated. Use the received date in DANA if none. |
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Time |
If dictated: DO NOT USE the time field. Add the time to the Comments/Notes field |
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Contact Name |
Use the contact name found in Salesforce. |
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Account Name |
As dictated. Leave blank if none provided. |
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Location |
As dictated. Leave blank if none provided. |
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Activity Type |
Outbound Connect Outbound Voicemail Inbound Direct Inbound Queue Hard Mail |
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Subject |
As dictated. |
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Comments/Description |
Capture notes verbatim |
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Topic |
Campaign Drive Attendance/Leverage Follow Up Illustration Request Inforce New Business |
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Optional Topic |
NAIC Training (not in use) |
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Product Line |
SPIA/DIA MYGA VA – Default |
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Related To Organization |
Leave blank |
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Assigned to |
Copy the MD’s name from Marketing Director |
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Status |
Completed |
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Note Type |
Follow-up (Open Tasks) |
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Date |
As dictated. Send Task Comment/Clarification if not provided or vague |
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Time |
Blank |
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Contact Name |
Use the contact name found in Salesforce. |
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Account Name |
As dictated. Leave blank if none provided. |
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Location |
As dictated. Leave blank if none provided. |
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Activity Type |
Outbound Connect Outbound Voicemail Inbound Direct Inbound Queue Hard Mail |
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Subject |
As dictated. Default: Follow-up for [Contact’s Name]: |
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Comments |
Capture notes verbatim |
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Topic |
Campaign Drive Attendance/Leverage Follow Up Illustration Request Inforce New Business |
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Optional Topic |
NAIC Training (not in use) |
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Product Line |
SPIA/DIA MYGA VA – Default |
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Related To Organization |
Leave blank unless MD dictated different Firm/Related to Account |
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Assigned to |
As dictated by MD. |
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Status |
Default: Open |