Finance Final

Welcome to your Finance Final Final Exam. Click "Next" to continue.

As a sales agent you are talking to a retirement planner whose mother was a teacher. Which statement below is a good one liner?

Which statement about a financial advisor/retirement planner is untrue?

As an agent, why is it important for you to know the basics about some of the financial instruments? (Select all that apply)

When talking to an estate planner, it is good to concentrate on the emotional side of helping people prepare for the future, but also explain how GeoFencing is an economic way to promote their services.

According to the latest information from the Federal Reserve, credit debt has exceeded what dollar amount?

Which of the following are types of life insurance policies? (Select all that apply)

Defaulted student loans drop off a credit report after two years.

George, a debt counselor, tells you that he offers Veterans and other local heroes a discounted rate. What should you say to George?

As an agent dealing with financial planners, it is a good idea to have some basic knowledge about different financial products so that the advisers think you know a little about what you are talking about.

In most cases, a true retirement planner has a license with the state and complies with all regulations of the SEC.


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