1. IRI Industry-Wide 1035 Automation it’s not TRIVIAL
Trivia Hosts Brent Osborne Fran Forslund Katherine Dease Denise Beights
Judges
Marcus Alderman
Andrea Newton
Announcer
Cheri DeBoer-Stinson

2. 1035 Automation – It’s not Trivial GAME RULES
One person from each team submits answers
Submit answers on the sheet with corresponding question #
No Internet Searching – electronic devices down
Points for correct answers
Warm-up Round: = 1 point
White Lightning Round: = 2 points
Jazzing it Up Round: = 3 points
Sudden Death: Each Team can wager from 0 to amount equal to existing points
Judges have final say
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3. 1035 Automation It’s Not Trivial
Question 1
More than 50% of the world’s population has never made or received this?
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4. 1035 Automation It’s Not Trivial
Answer 1
A Phone Call!
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5. 1035 Automation It’s Not Trivial
Question 2
Which IRI 1035 Initiative allows carriers to obtain the status of pending fund transfers via , provides up to 50% operational cost savings and only takes hours to implement?
DTCC Money Settlement 
1035 Batch Status
Ceding Carrier Data Integration
ESignatures for Replacements
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6. 1035 Automation It’s Not Trivial
Answer 2
B. IRI 1035 Batch Status
AXA
Brighthouse
Genworth
Global Atlantic / Forethought
Great-West
Guardian
Lincoln Financial
Metropolitan Life
Prudential
Transamerica
Voya
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7. 1035 Automation It’s Not Trivial
Question 3 – One point for each correct response
Which 2 of the following actions do carriers’ outgoing and incoming business departments need to complete in order to utilize IRI 1035 Batch Status updates?
A. Complete a sign-up spreadsheet
Establish money-in/status and money-out/status boxes
Complete a 30 day trial program
Send Marcus Alderman a bottle of Chivas Regal (25 year) Scotch
Participate in two 1035 Automation WG meetings
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8. 1035 Automation It’s Not Trivial
Answer 3
A. Complete a sign-up spreadsheet
&
B. Establish money-in/status and
money-out/status boxes
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9. 1035 Automation It’s Not Trivial
Question 4
What year did Money Settlement for premiums and withdrawals begin production?
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10. 1035 Automation It’s Not Trivial
Answer 4
2013
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11. 1035 Automation It’s Not Trivial
Question 5
In 2013, which city hosted the Super Bowl?
& for an extra point
Which team won?
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12. 1035 Automation It’s Not Trivial New Orleans Baltimore Ravens
Answer 5
New Orleans Baltimore Ravens
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13. 1035 Automation It’s Not Trivial
Question 6
What year was Carrier-to-Carrier Money Settlement for Replacements first piloted?
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14. 1035 Automation It’s Not Trivial
Answer 6
2015
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15. 1035 Automation It’s Not Trivial
Question 7
What is the potential percent of IRI Carriers and Distributers that could be participating in IRI 1035 Automation Initiatives?
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16. 1035 Automation It’s Not Trivial ALL 100% EVERYONE NO EXCEPTIONS
Answer 7
ALL 100% EVERYONE NO EXCEPTIONS
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17. 1035 Automation It’s Not Trivial
Question 8
How many carriers currently accept eSignatures on outgoing replacement paperwork requests for funds going into annuities and life products?
14 Carriers
27 Carriers
49 Carriers
113 Carriers
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18. 1035 Automation It’s Not Trivial
Answer 8
C. 49 Carriers
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19. 1035 Automation It’s Not Trivial
Question 9
What percent of the 49 carriers that accept eSigned replacement paperwork are IRI Ops & Tech Carriers?
13%
47%
83%
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20. 1035 Automation It’s Not Trivial
Answer 9
B. 47%
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21. White Lightning Round
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22. White Lightning Round 10. In 1990 IRI was known by what name?
Questions Double points for correct answers in this round
10. In 1990 IRI was known by what name?
Which 1035 Automation Initiative is the
linchpin to Replacement Straight-Through-
Processing (STP)?
12. Which stadium’s turf was originally referred
to as Mardi Grass?
13. What is the name of the Ceding Carrier Database
that tracks eSignature rules by Carrier Product?
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23. White Lightning Round
Questions
14. When is Carrier-to-Carrier Attachments (DTCC – IAT) currently slated to go into pilot? 15. The oldest cathedral in the U.S. is in New Orleans. What is it called? 16. What industry standard form is used for Transfer of Assets / 1035 exchanges including electronic Signatures?
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24. White Lightning Round They don’t get “old” so in order to die they
Questions
17. These creatures are essentially immortal.
They don’t get “old” so in order to die they
have to become injured or diseased.
18. Which Order Entry Platforms have integrated the
1035YellowPages Ceding Carrier Data?
19. How Many Carriers are currently participating in
Carrier-to-Carrier Money Settlement?
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25. White Lightning Round The Superdome 1035YellowPages Spring 2018
Answers
10. NAVA / National Association of Variable Annuities
11. ESignatures
The Superdome
1035YellowPages
Spring 2018
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26. White Lightning Round RetireUp / RepPro 15. St. Louis Cathedral
Answers
15. St. Louis Cathedral
16. ACORD 951e Form
17. Lobsters
18. Insurance Technologies / Firelight
RetireUp / RepPro
FIVE
Transamerica, Lincoln Financial, Voya, SunAmerica & New York Life
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27. 1035YellowPages Order Entry integration helps ELIMINATE
Question Triple points for correct answers in this round
1035YellowPages Order Entry integration helps ELIMINATE
which of the following NIGO situations?
Incorrectly submitting eSigned Transfer Paperwork when the ceding carrier doesn’t accept eSigned forms.
Submitting replacement paperwork to the wrong processing location.
Electronically submitting paperwork that the ceding carrier requires to be wet signed.
Not having a required ceding proprietary form included with the Replacement request.
All of the above
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28. Answer 20
E. All of the Above
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29. Question 21
In addition to Order Entry Platform integration, what other Best Practice Ceding Carrier Data integration is part of the IRI 1035 Automation initiatives?
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30. 1035YellowPages New Business Integration
Answer 21
1035YellowPages New Business Integration
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31. Who are the reigning MLB Champions?
Question 22
Who are the reigning MLB Champions?
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32. Answer 22
Chicago Cubs
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33. Which creatures drink blood and tears?
Question 23
Which creatures drink blood and tears?
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34. Answer 23
Butterflies
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35. When was the Distributor to Carrier Attachment Process first launched?
Question 24
When was the Distributor to Carrier Attachment Process first launched?
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36. Answer 24
2008
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37. Question 25
How are eSigned replacement forms being delivered to ceding carriers for outgoing replacement requests?
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38. PDF/TIFF email Attachments
Answer 25
Via FAX Or
PDF/TIFF Attachments
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39. Question 26
What year did IRI Members start using IRI 1035YellowPages Lite for Fax vs. Hardcopy rules?
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40. Answer 26
2013
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41. Question 27
What percent of our Ops & Tech Carriers’ disbursement annuity locations accept some or all replacement requests via Fax?
33%
47%
89%
94%
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42. Some or all Fax Acceptance
Answer 27
C. 89%
Year
100% Fax Acceptance
Some or all Fax Acceptance
2015
66%
87%
2016
71%
88%
2017
80%
89%
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43. What is Louie Armstrong’s Nickname?
Question 28
What is Louie Armstrong’s Nickname?
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44. Answer 28
Satchmo
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45. What are two of New Orleans Nicknames?
Question Each correct answer is worth 3 points!
What are two of New Orleans Nicknames?
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46. Paris of the South The Big Easy NOLA The Crescent City
Answer 29
Paris of the South
The Big Easy
NOLA
The Crescent City
Birthplace of Jazz
Mardi Gras City
Sin City
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47. Question 30 – 3 points for each correct answer
30a. How many carriers plan on implementing or are in budget review for Carrier to Carrier Attachments in 2017 & 2018? 3 5 8
30b. How many additional carriers plan on implementing or are under budget review for Carrier to Carrier Money Settlement in & 2018? 7 12 20
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48. Answer 30 a
B. 5 Carriers
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49. Plan on 2018 Implementation
Answer 30b
Not Reviewing?
Under Review
2017 Implement
2017 Budget Review
Plan on 2018 Implementation
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50. Sudden Death
Rules
Place your Team’s wager on the Sudden Death Wager Ticket and submit to Marcus or Andrea.
Teams can wager Part, All or None of their Current Points.
All wagers need to be received before the Sudden Death question is asked.
Sudden Death wagers are added, if answer is correct, or deducted, if answer is wrong, from teams prior Sudden Death score.
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51. The same cemetery that Marie Laveau is buried in.
Sudden Death
Question
What Famous Actor has a pre-paid pyramid shaped crypt in the St. Louis Cemetery #1?
The same cemetery that Marie Laveau is buried in.
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52. Sudden Death
Answer
Nicolas Cage
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53. Sudden Death
Question
Name one of the two New Orleans’ historical figures featured on American Horror Story, Coven (2013).
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54. Sudden Death
Answer
Marie Laveau or
Delphine Lalaurie
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55. 1035 Automation it’s not TRIVIAL Team Winners
Team Two