Finance Final

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.

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

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?

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

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

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

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

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

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

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)


Real Name
Phone Name
Unit Name
Email Address