Retirement plan Study guides, Class notes & Summaries
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NC Life Insurance Exam Prep Questions and Answers Already Passed
- Exam (elaborations) • 38 pages • 2023
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NC Life Insurance Exam Prep Questions and Answers Already Passed 
An agent who sells an individual life insurance policy in NC MUST deliver to the policyowner A policy summary and buyer's guide 
All of the following actions are considered rebating EXCEPT Sharing commissions with other licensed and appointed agents 
What benefit does the Payor Clause on a Juvenile Life Policy provide? Premiums are waived if payor becomes disabled 
An agent who signs a blank contract application or policy of insu...
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CRPC exam 2023/2024 with 100% correct answers
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6 Step Retirement Planning Process (EGAD I Made it) - correct answer 1. Establish and Define the Client-Counselor Relationship 
2. Gather Client Data, Including Goals and Expectations 
3. Analyzing Client Information to Determine Retirement Savings Need 
4. Develop and Present Financial Planning Recommendations and/or Alternatives 
5. Implement the Financial Plan Recommendations 
6. Monitor the Financial Plan Recommendations 
 
3 Current Trends in Retirement Planning - correct answer -Busin...
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CRPC - Chartered Retirement Plan Counselor: Qs & As
- Exam (elaborations) • 47 pages • 2024
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CRPC - Chartered Retirement Plan Counselor: Qs & As
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CPFA (Actual) Exam 2022/2023 Solved 100% Correct (Set of 162 questions)
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Under the DOL regulation, many advisors to retirement plans and their participants will be - ANSWER-3(21) fiduciaries. They will act alongside other fiduciary service providers who are also not necessarily named in the plan document but who exercise discretionary control over plan provisions or plan investments. 
 
The advisor should educate the - ANSWER-plan sponsor about hiring fiduciary service providers, including the different roles service providers, including the different roles service p...
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HRM2602 Assignment 2 (ANSWERS) Semester 1 2024 - DISTINCTION GUARANTEED
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HRM2602 Assignment 2 (ANSWERS) Semester 1 2024 - DISTINCTION GUARANTEED Answers, guidelines, workings and references ...... Question 1 
Read the following scenario and then answer questions 1.1 to 1.6: 
Makhati Logistic Services is a company that was established in Gauteng by two brothers, 
Thabo and Lwazi, about ten years ago. Their vision was to provide logistic and transport 
services to people in hard-to-reach areas that larger logistics companies were unwilling to 
travel to. Since they st...
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CPFO - Risk, Benefits, Procurement Questions And Answers Already Graded A+
- Exam (elaborations) • 14 pages • 2023
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How many full-time public employees are covered by defined benefit plans? - Ninety-one percent 
How many full-time public employees are covered by defined contribution plans? - nine percent 
Prudent-Person Rule - Requires each retirement board member to perform his or her duties as a 
prudent person would when acting in a like capacity and in a similar situation. 
Defined Benefit Plan - Provides for a guaranteed benefit at retirement using a formula generally 
based on age, length of service and...
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ERISA Exam Questions & Answers 2023/2024
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ERISA Exam Questions & Answers 2023/2024 
 
 
3 Defining Characteristics of the American private pension system. - ANSWER--Employment-based 
-Voluntary 
-Tax-favored 
 
ERISA - ANSWER-Employment Retirement Income Security Act of 1974 
 
First corporate industry to have pensions - ANSWER-Railroad 
 
The federal government responded with a plan to take over and administer the pension promises of the railroads - ANSWER-The Railroad Retirement Act of 1935 and the Carrier's Taxing Act of 1937 
 
3 T...
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Kentucky Life and Health Insurance Exam (New 2024/ 2025 Update) Questions and Verified Answers| 100 % Correct| Grade A
- Exam (elaborations) • 51 pages • 2024
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Kentucky Life and Health Insurance Exam 
(New 2024/ 2025 Update) Questions and 
Verified Answers| 100 % Correct| Grade A 
 
 
QUESTION 
 The only party in an insurance contract that makes a legally enforceable promise is the 
insurance company. Because of this, insurance contracts are considered to be: 
 
 conditional 
 aleatory 
 unilateral 
 contracts of adhesion 
 
 
Answer: 
unilateral 
 
Insurance contracts are unilateral. This means that only one party (the insurer) makes any kind of ...
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Arizona Life and Health Insurance Exam (Latest 2024/ 2025 Update) Questions and Verified Answers| 100% Correct| Grade A
- Exam (elaborations) • 48 pages • 2024
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Arizona Life and Health Insurance Exam (Latest 2024/ 2025 Update) Questions and Verified Answers| 100% Correct| Grade A 
 
Q: Which statement concerning the Entire Contact provision in an individual accident and health insurance policy is TRUE? 
 
 
Answer: 
The agent doesn't have the authority to change the policy or waive its provisions 
 
 
 
Q: Under the Fair Credit Reporting Act, which statement is true? 
 
 
Answer: 
The consumer who was investigated must be advised that credit, insurance...
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HUD Certification Questions And Answers 2023
- Exam (elaborations) • 18 pages • 2023
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Which document is most important when working with a client to develop an initial budget as part of a Client Action Plan? 
 
Pay stub 
Retirement plan statement 
List of assets 
Current lease - Answer- Pay stub 
 
A client would like purchase a home within one year. The client is motivated to increase household income as a way to save for a down payment and qualify for a loan. Which is the best solution for the client to reach this goal? 
 
Find a second job 
Borrow from retirement fund 
Sell ma...