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Manny Dain
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Decks in this class (20)
OVERVIEW (LLQP Flashcards)
Disclaimer 1,
If a client decides to invest 50 ...,
What document must a client be gi...
51
cards
OVERVIEW Pt 2 (LLQP flashcards)
If a client purchased an individu...,
If a client purchases an individu...,
How are net capital gains and net...
29
cards
EXAM PRACTICE QUESTIONS
Angelina purchased a bond with a ...,
Craig initially invested 12 000 h...,
Farah just passed her driving tes...
30
cards
EXAM PRACTICE QUESTIONS 2
Jacob and roxanna are in their la...,
Vega aged 58 had never held a pay...,
Hanes and eva opened a family res...
36
cards
EXAM PRACTICE QUESTIONS 3
Pat and her advisor are discussin...,
Lena wishes to purchase a segrega...,
Jelani is approaching retirement ...
35
cards
EXAM PRACTIVE QUESTIONS 4
Jerry single and aged 67 is retir...,
Ethan invested 50 000 in segregat...,
Sheena is 68 years old and is a c...
27
cards
MATH HUB
What is the formula used to calcu...,
What is the formula used to calcu...,
Which bond has the higher rate of...
30
cards
MATH HUB 2
Tammy is investing in a segregate...,
Abby just learned that her new se...,
Five years ago greg started an re...
32
cards
MATH HUB 3
Tina earned 87 600 of net income ...,
This year rene will earn 74 800 o...,
Zoe is self employed and continue...
38
cards
INVESTMENT & SAVINGS (Chapter 1)
Disclaimer 1,
Investing 2,
Share 3
61
cards
(Part 2) INVESTMENT & SAVINGS (Chapter 1)
Exchange traded funds etfs 1,
Fund fact 2,
Know your client kyc 3
44
cards
SEGREGATED FUNDS (Chapter 2)
Segregated fund 1,
Seg fund terminology 2,
Seg fund terminology 3
85
cards
ANNUITIES (chapter 3)
Annuity 1,
Single life annuity 2,
Joint life annuity 3
59
cards
INVESTOR PROFILE (Chapter 4)
In regards to seg fund contract t...,
In regards to the financial situa...,
Anything a person owns that has c...
75
cards
(Part 2) INVESTOR PROFILE (Chapter 4)
The guaranteed income supplement ...,
Fill in the blank the gis allowan...,
Fill in the blank a gis allowance...
69
cards
SEGREGATED FUND AND ANNUITY RECOMMENDATION (Chapter 5)
Every segregated fund recommendat...,
True or false the agent ensures t...,
Net asset value 3
38
cards
SEGREGATED FUND CONTRACT (Chapter 6)
Fill in the blank only a ________...,
True or false the ivic spells out...,
A segregated fund contract makes ...
29
cards
ANNUITIES CONTRACT (Chapter 7)
True or false when an annuity con...,
The investor has two general requ...,
Fill in the blank the annuity app...
22
cards
GROUP RETIREMENT AND INVESTMENT PLANS (Chapter 8)
A group plan is established and r...,
The sponsor s role in providing t...,
Fill in the blank final decisions...
70
cards
(Part 2) GROUP RETIREMENT AND INVESTMENT PLANS (Chapter 8)
Fill in the blank pension credits...,
What is a pension credit 2,
Pension credits for dbpps dcpps a...
18
cards
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SEGREGATED FUNDS & ANNUITIES (OFFICIAL LLQP)
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