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)

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.

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

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.

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

As a sales agent you are talking to a retirement planner whose mother was a teacher. Which statement below is a good one liner?

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

A person's estate includes which of the following?

What is the primary difference between a 529 Plan and a 401(k)?

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