Quiz 2

Question 1

Spencer is about to call a young married couple who are new parents to set an appointment for an initial interview. Which of the following financial needs would be a good basis for an approach?

protecting the family financially from the death of either parent

paying for potential long-term care

protecting property from a lawsuit

rolling over a 401(k) plan to an IRA

Answer 1

protecting the family financially from the death of either parent

Question 2

An advisor Abby is a former English teacher who is targeting members of her school district. The teachers do not have meetings regularly except for faculty and union meetings. They have a monthly newsletter to keep them informed. Which of the following represents a prestige-building method that would work for Abby?

advertising on a billboard

writing an article for the newsletter

hosting a radio show

asking for referrals

Answer 2

writing an article for the newsletter