Finance Final

Welcome to your Finance Final Final Exam. Click "Next" to continue.

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

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)

A person's estate includes which of the following?

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.

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

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.

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?

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

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

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


Real Name
Phone Name
Unit Name
Email Address