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Manny Dain
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Decks in this class (20)
OVERVIEW (LLQP Flashcards)
Disclaimer,
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 ...,
Taxation of benefits this year re...,
Zoe is self employed and continue...
38
cards
INVESTMENT & SAVINGS (Chapter 1)
Disclaimer,
Seg funds terminology investing,
Seg funds terminology share
61
cards
(Part 2) INVESTMENT & SAVINGS (Chapter 1)
Seg fund terminology exchange tra...,
Seg fund terminology fund fact,
Seg fund terminology fund fact
44
cards
SEGREGATED FUNDS (Chapter 2)
Name some,
Downside protection,
Seg fund terminology adjusted cos...
85
cards
ANNUITIES (chapter 3)
Seg fund terminology segregated f...,
Single life annuity,
Joint life annuity
59
cards
INVESTOR PROFILE (Chapter 4)
Chapter 4 investor profile to dev...,
An analysis of personal finances ...,
Anything a person owns that has c...
75
cards
(Part 2) INVESTOR PROFILE (Chapter 4)
What are some benefits for low in...,
Fill in the blank the gis allowan...,
A gis allowance for the survivor ...
69
cards
SEGREGATED FUND AND ANNUITY RECOMMENDATION (Chapter 5)
Chapter 5 segregated fund and ann...,
True or false the agent ensures t...,
Seg fund terminology net asset value
38
cards
SEGREGATED FUND CONTRACT (Chapter 6)
Chapter 6 segregated fund contrac...,
True or false the ivic spells out...,
A segregated fund contract makes ...
29
cards
ANNUITIES CONTRACT (Chapter 7)
Chapter 7 annuity contract true o...,
The investor has two general requ...,
Fill in the blank the annuity app...
22
cards
GROUP RETIREMENT AND INVESTMENT PLANS (Chapter 8)
Group retirement and investment p...,
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,
Pension credits for dbpps dcpps a...
18
cards
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segregated funds & annuities (official llqp)
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