You meet with a prospective client, Geraldo, for an investment discussion. After a thorough fact-finding and needs
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| You meet with a prospective client, Geraldo, for an investment discussion. After a thorough fact-finding and needs analysis, you recommend Geraldo purchase a prescribed annuity. Which of the following reasons CORRECTLY describes why you would recommend that Geraldo purchase a prescribed annuity? | ||
| a) | Geraldo wishes to minimize his taxes in the early years of payment. | |
| b) | Geraldo would like to minimize the impact of rising interest rates. | |
| c) | Geraldo likes being involved in the investment decision process. | |
| d) | Geraldo wants to ensure his payments increase to offset inflation. | |
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