How To Play Jeopardy! Open 3rd Slide, let the sound play, then click to 4th Slide and show the Game Board. As you play the game, click on the TICKET AMOUNT that the contestant calls, not the surrounding box. Once the TICKET AMOUNT is clicked, the question will pop-up on the screen. When the contestant answers, click anywhere on the screen to see the correct answer. Keep track of which questions have already been picked by printing out the game board screen (Slide 3) and checking off as you go. Click on the “House / Home Icon” box to return to the main scoreboard. Once the game is complete, have each contestant put their name on their tickets and mix them all together in a large jar. Pick one of the tickets out of the jar and you have your winner!

Important Rules All staff members can play Jeopardy, however once a contestant chooses a question, only they can respond. If a contestant answers the question correctly, they should receive the full ticket amount. If a contestant answers the question incorrectly, no tickets should be given and another contestant can try to answer. Daily Double – If a contestant picks the Daily Double and answers correctly, they should receive double the tickets. Final Jeopardy – The three contestants with the most tickets can move on to play FINAL JEOPARDY! To play, go to Slide 4 and click the “Final Jeopardy” button in the bottom right corner, click again for the Question, click again for final jeopardy sound, When that is finished playing click again for the answer slide. NOTE: Have the contestants write down their responses privately.

1 Ticket 1 Ticket 1 Ticket 1 Ticket 1 Ticket 2 Tickets 2 Tickets Investments Insurance Terminology The Stock Market Get to Know Your Financial Advisor Important Phrases 1 Ticket 1 Ticket 1 Ticket 1 Ticket 1 Ticket 2 Tickets 2 Tickets 2 Tickets 2 Tickets 2 Tickets 3 Tickets 3 Tickets 3 Tickets 3 Tickets 3 Tickets 4 Tickets 4 Tickets 4 Tickets 4 Tickets 4 Tickets 5 Tickets 5 Tickets 5 Tickets 5 Tickets FINAL JEOPARDY!

Investments for 1 Ticket A fixed sum of money paid to someone each year, typically for the remainder of their life.

Correct Response: What is an annuity?

Investments for 2 Tickets The date on which an annuity starts or becomes effective.

What is an anniversary date? Correct Response: What is an anniversary date?

Investments for 3 Tickets A fixed rate annuity that functions much like a CD, but with tax deferral.

What is a Multi-year Guaranteed Annuity (MYGA)? Correct Response: What is a Multi-year Guaranteed Annuity (MYGA)?

Investments for 4 Tickets An individual retirement account allowing a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59½ are tax-free.

Correct Response: What is a Roth IRA?

Investments for 5 Tickets The process of transferring accumulated assets from an employer-sponsored retirement plan, such as a 401(k) to an IRA.

Correct Response: What is a Rollover?

Insurance Terminology for 1 Ticket A lump-sum dollar amount that pays to the beneficiary.

What is a death benefit? Face amount can also be accepted Correct Response: What is a death benefit? Face amount can also be accepted

Insurance Terminology for 2 Tickets The process of evaluating risk based on an insured’s medical background.

Correct Response: What is underwriting?

DAILY DOUBLE DAILY DOUBLE

Insurance Terminology for 6 Tickets Life insurance that is guaranteed for a specific period of time, such as 10 or 20 years.

Correct Response: What is term insurance?

Insurance Terminology for 4 Tickets On a permanent life insurance policy, this policy feature potentially increases and earns interest so it can be used while alive.

Correct Response: What is cash value?

Insurance Terminology for 5 Tickets The periodic payments you make in return for your insurance coverage.

What is insurance premium? Correct Response: What is insurance premium?

The Stock Market for 1 Ticket This American stock market index is widely considered the best indicator of the US stock market.

Correct Response: What is the S&P 500?

The Stock Market for 2 Tickets This type of equity represents the stake of a company’s owners.

Correct Response: What is a stock?

The Stock Market for 3 Tickets This stock index is heavily weighted towards information technology.

What is the NASDAQ Composite? Correct Response: What is the NASDAQ Composite?

The Stock Market for 4 Tickets This type of security involves the issuer owing a debt to the certificate holder, most often with interest.

Correct Response What is a bond?

The Stock Market for 5 Tickets This stock market index tracks the performance of 30 large, publicly owned companies based in the US.

What is the Dow Jones Industrial Average? Question 3-5 What is the Dow Jones Industrial Average?

Get to Know Your Financial Advisor for 1 Ticket This person in your branch can provide many different services to customers including investment management, income tax preparation and estate planning.

Who is a financial advisor? Correct Response: Who is a financial advisor?

Get To Know Your Financial Advisor for 2 Tickets The legal obligation to act solely in your customer’s best financial interest.

Correct Response: What is fiduciary duty?

Get To Know Your Financial Advisor for 3 Tickets Created by a financial advisor, this plan is designed to guide an investor’s selection of their investment portfolio.

What is an investment strategy? Correct Response: What is an investment strategy?

Get To Know Your Financial Advisor for 4 Tickets The ongoing process to help customers make sensible decisions about money that can help them achieve their goals in life.

What is financial planning? Correct Response: What is financial planning?

Get To Know Your Financial Advisor for 5 Tickets An independent, not-for-profit organization authorized by Congress to protect America’s investors by making the securities industry operate fairly and honestly.

What is FINRA? Financial Industry Regulatory Authority Correct Response: What is FINRA? Financial Industry Regulatory Authority

Important Phrases for 1 Ticket This career change presents an opportunity to move assets from the former employer’s investment plan.

What is retiring or changing jobs? Correct Response: What is retiring or changing jobs?

Important Phrases for 2 Tickets This major purchase presents an opportunity to ensure the member has adequate life insurance.

Correct Response: What is buying a house?

Important Phrase for 3 Tickets This significant life event presents an opportunity to discuss college funding strategies with the member.

What is the birth of a child? Correct Response: What is the birth of a child?

Important Phrases for 4 Tickets This life commitment presents an opportunity to help members balance their monthly budget with savings in mind.

Correct Response: What is marriage?

Important Phrases for 5 Tickets This type of common branch transaction presents an opportunity to uncover additional assets a member might hold at another bank/credit union.

What is depositing a check from another financial institution? Correct Response: What is depositing a check from another financial institution?

FINAL JEOPARDY FOR 10 TICKETS The date assigned to an index annuity policy that records the index closing value which will be used to calculate the interest earned.

Correct Response: What is a buy date?