Question: Information, data gathering and client education are all important elements of the client relationship. Which of the following is not a Source of Cash Flow
Information, data gathering and client education are all important elements of the client relationship. Which of the following is not a Source of Cash Flow for the client?
Question options:
Portfolio incomedistributions
Taxes on the transfer of wealthinheritance
Government income benefits.
Pensions and annuity income
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