Welcome to your Finance Final Final Exam. Click "Next" to continue.
As an agent, why is it important for you to know the basics about some of the financial instruments? (Select all that apply)
What is the primary difference between a 529 Plan and a 401(k)?
You are talking to Sarah, a investment broker. She states that she doesn't know how GeoFencing could work for her. How could you respond? (Select all that apply)
You are talking to, John, an investment broker in San Diego who does not see any benefit to advertising with us. What should you say?
As a sales agent you are talking to a retirement planner whose mother was a teacher. Which statement below is a good one liner?