Finance FinalBy admin / August 24, 2019 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 None Defaulted student loans drop off a credit report after two years. Please select your answer True False 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 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 None 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. None Non-humanities college graduates earn, an average, ________% more over a lifetime than do non-college graduates. 200 300 400 500 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 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. 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 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 None Real Name Phone Name Unit Name Email Address Time's up
