Jennifer, an insurance producer, is collecting consumer profile information from a prospective annuity client. She has...
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Jennifer, an insurance producer, is collecting consumer profile information from a prospective annuity client. She has already collected the prospect's age, annual income, financial situation, and needs, including debts and other obligations, and existing assets or financial products, including investment, annuity, and insurance holdings. What of these will Jennifer also need from the prospect for his consumer profile? OA) The prospect's educational background OB) The prospect's favorite sports team C) The prospect's tax status D) The prospect's make and year of his automobile Jennifer, an insurance producer, is collecting consumer profile information from a prospective annuity client. She has already collected the prospect's age, annual income, financial situation, and needs, including debts and other obligations, and existing assets or financial products, including investment, annuity, and insurance holdings. What of these will Jennifer also need from the prospect for his consumer profile? OA) The prospect's educational background OB) The prospect's favorite sports team C) The prospect's tax status D) The prospect's make and year of his automobile
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Answer rating: 100% (QA)
ANSWER The correct answer is B The prospects tax status Explan... View the full answer
Related Book For
Smith and Roberson Business Law
ISBN: 978-0538473637
15th Edition
Authors: Richard A. Mann, Barry S. Roberts
Posted Date:
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