Finance Final

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

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.

Who would benefit the most from the Post 9/11 GI Bill?

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 is not a characteristic of an Individual Retirement Account (IRA)?

Which of the following are some of the qualifications for the Post-9/11 GI Bill? (Select all that apply)

What are the primary objectives of a debt counselor/adviser? (Select all that apply)

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 required after asking “What is your business address?”

You are talking to Sarah, a investment broker. She states that she doesn't know how she could help Veterans. How could you respond? (Select all that apply)

As a sales agent, it is important to use supporting local heroes as the basic structure for your sales technique.

Real Name
Phone Name
Unit Name
Email Address

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