Finance FinalBy admin / August 24, 2019 Welcome to your Finance Final Final Exam. Click "Next" to continue. 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. None 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. None In most cases, a true retirement planner has a license with the state and complies with all regulations of the SEC. True False None Non-humanities college graduates earn, an average, ________% more over a lifetime than do non-college graduates. 200 300 400 500 None Defaulted student loans drop off a credit report after two years. Please select your answer 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 None 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 statement about a financial advisor/retirement planner is untrue? They are generally well-educated They will help clients plan for the future They do not work with government eployees They understand the importance of saving They offer financial advice None 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 None 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 Real Name Phone Name Unit Name Email Address Time's up
