Finance Final – Easy Geo

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?

Teachers have great pension plans allowing the to live comfortably for the rest of their lives after retirement.

The pensions for newer teachers have increased over the past decade by 25%, so current teachers have better retirement plans.

Many teachers today do not have sufficient retirement income and they need a trustworthy advisor to support them.

Which option below is a good way to help you build a connection between our program and the services of a broker?

Ask him or her if they have children and whether or not they want them to be successful later in life.

Ask them if they work with mutual funds, then state that our many people are more likely to invest in a mutual fund than take chances directly on the stock market.

Tell him or her that most people already have a retirement plan and are just looking for good life insurance.

Loaning someone money to start or build a business can be considered an alternative investment, and it would be a good idea to contact a financial advisor before doing so.

True

False

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

Whole Life

Partial Life

Term Life

Annuity Life

Universal Life

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)

We can specifically target the demographics she wants to work with the most

We can guarantee clicks and ensure that she will get calls.

We will design a professional ad for her that will grab the attention of mobile users

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?

John, you are right, most of our heroes already have retirement accounts and are set for the future.

John, we can guarantee that many of our local heroes will start calling you to supplement their retirement income.

John, we can advertise you as the exclusive investment broker to the heroes in the San Diego area.

Many retiring heroes do not want to rely on their retirement benefits alone and are looking for honest and supportive brokers to help them out.

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.

True

False

What is the title of the court that officially decides how a person's belongings are to be distributed after their death?

Public court

Civilian court

Probate court

Criminal court

A person's estate includes which of the following?

Their home

Their investment account

Their car

Their furniture

All of the above

None of the above

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

We can create a customized advertisement that proudly declares you offer local heroes a discount.

Veterans generally do not get into debt, so you are wasting your time offering them discounts.

It sounds like you've got everything taken care of. Good luck and thank you for your time.

Real Name

Phone Name

Unit Name

Email Address

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