Finance Final

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

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.

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)

Defaulted student loans drop off a credit report after two years.

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?

Which statement about a financial advisor/retirement planner is untrue?

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

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

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.

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

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.


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