14. Understanding and satisfying customer needs Flashcards

1
Q

Five areas of financial need

A
  1. Protecting dependents
  2. protecting self from ability to earn
  3. providing income in retirement
  4. Increase money
  5. Saving tax
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2
Q

Proactive servicing

A

Instigating action by contacting client

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3
Q

reactive servicing

A

request from client

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