A person's estate includes which of the following?

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.

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.

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

According to the latest information from the Federal Reserve, credit debt has exceeded what dollar amount?

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

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.

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

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?