Layla meets with her insurance agent, Trong, to discuss her
Penny receives a bonus from work and meets with her
Chong is starting a winery business in his home town
Oa) Ob) Oc) Od) Enrique is preparing for retirement and
Bonnie is an insurance agent and her new client, Shlomi,
Trevor contacts Shanae, his insurance agent, for advice regarding his
On October 1, 2014, Mikhail purchases a non-registered segregated fund
10 0 Angelo has a Registered Retirement Savings Plan (RRSP)
Close - exits the exam. Jack and Marta are a
Thanh was recently diagnosed with an invasive form of pancreatic
Tai, age 35, recently purchased a new home. The purchase
e CA Jeraud plans to purchase a vehicle 3 years
Dominique, age 72, has a Registered Retirement Incorne Fund (RRIF)
Connie opens a tax-free savings account (TFSA) and invests $10,000
21 O Xavier owns a $300,000 whole life policy that
All else being equal in terms of asset class, types
Drago wants to start investing and he meets with his
Annie invested $5,000 in a segregated fund in a non-registered
You are assessing what your client Paulo's income needs will
Enrique is preparing for retirement and he will be eligible