Finance 2

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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?

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.

Most government pensions completely cover the needs of our heroes, so many of them get to retire comfortably early in life.

In 2017, the average Social Security paycheck for someone retiring at the age of 62 was how much?

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

On average, Americans will be retired for around _____ years. (Fill in the blank)

You are talking to Robert, a financial advisor. He is unsure about what our company can help him do to get more business. What are some good statements you can make? (Select all that apply)

You should always ask the owner or lead adviser if they or a family member are a hero?

What are some of the primary functions of a financial advisor who deals with retirement planning? (Select all that apply)


Stage Name/Real Name Unit