Finance Final – Easy Geo Training

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.

True

False

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

True

False

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?

John, you are right, most of our heroes already have retirement accounts and are set for the future.

John, we can guarantee that many of our local heroes will start calling you to supplement their retirement income.

John, we can advertise you as the exclusive investment broker to the heroes in the San Diego area.

Many retiring heroes do not want to rely on their retirement benefits alone and are looking for honest and supportive brokers to help them out.

George, a debt counselor, tells you that he offers Veterans and other local heroes a discounted rate. What should you say to George?

We can create a customized advertisement that proudly declares you offer local heroes a discount.

Veterans generally do not get into debt, so you are wasting your time offering them discounts.

It sounds like you've got everything taken care of. Good luck and thank you for your time.

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

A 401(k) is strictly for educational purposes and the 529 is not.

A 401(k) is only for children and matures when the child is 18 years old.

A 529 Plan is designated for educational purposes, whereas a 401(k) is a general investment account.

Every employer offers a 401(k) and no employers offer the 529 Plan

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

Whole Life

Partial Life

Term Life

Annuity Life

Universal Life

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

200

300

400

500

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

Public court

Civilian court

Probate court

Criminal court

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

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)

We can specifically target the demographics she wants to work with the most

We can guarantee clicks and ensure that she will get calls.

We will design a professional ad for her that will grab the attention of mobile users

Real Name

Phone Name

Unit Name

Email Address