Finance Final – Easy Geo

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

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

True

False

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.

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

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

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

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

Whole Life

Partial Life

Term Life

Annuity Life

Universal Life

Non-humanities college graduates earn, an average, ________% more over a lifetime than do non-college graduates.

200

300

400

500

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

It allows you to speak more confidently with people in the finance industry.

It makes it easier for you to connect with people in the finance industry.

You can legally sell stocks and other financial instruments to the heroes.

You can build connections between our heroes and any financial needs they may want from the advisor/broker.

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.

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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