Finance 2 Welcome to your Finance 2 Quiz. Please click on "Next" to continue. 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) Many younger Veterans are not going to be able to live comforatbly on their militray benefits alone. We are looking for a good financial advisor that wil help these men and women secure their future as they have helped to secure ours. Many of our heroes are looking for ways to ensure their retirement goals are met, and they need supplemental plans to do this. We want to put your name in front of them so they know they have access an advisor that is on their side. We have a number of financial advisors currently working to help our heroes, and we would like to add you to the list. Many younger active duty service men and women earn up to an extra $625 each month, and this money can go a long way with the right advisor to help them. Our heroes need to start planning their retirement early on so that when they have hung up their capes they can live the comfortable lives they deserve. 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 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 In 2017, the average Social Security paycheck for someone retiring at the age of 62 was how much? $1482 $1077 $3220 None Most government pensions completely cover the needs of our heroes, so many of them get to retire comfortably early in life. True False 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 You should always ask the owner or lead adviser if they or a family member are a hero? True False 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 On average, Americans will be retired for around _____ years. (Fill in the blank) 25 20 18 16 None What are some of the primary functions of a financial advisor who deals with retirement planning? (Select all that apply) Examining a client's current financial situation Create supplementary retirement plans Advise when changes need to be made to a retirement plan Tell clients to put all their cash in their mattress Ensure that all clients take investment risks to grow their money Examine a client financial status and goals Stage Name/Real Name Unit Time's up Posted on August 24, 2019April 24, 2020 By admin
