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Francis Harding
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Decks in this class (29)
Competency 13 Section 1
1 in most defined benefit plans t...,
2 very few defined benefit plans ...,
3 as long as the participant s ac...
26
cards
Comprtency 13 Section 2
1 taking additional taxable distr...,
2 a deemed distribution from an i...,
3 a division of a pension benefit...
47
cards
Competency 13 Section 3
1 if a participant continues to w...,
2 unfortunately any distributions...,
3 if the investment in an ira is ...
21
cards
Competency 14 Section 1
1 custodial care is covered by me...,
2 due to the affordable care act ...,
3 clients that are enrolled in an...
12
cards
Competency 14 Section 2
1 the initial enrollment period f...,
2 the initial enrollment period o...,
3 medicare part a and b have an o...
31
cards
Competency 14 Section 3
1 medigap policies are regulated ...,
2 medigap policies are always gua...,
3 medigap policies can be a good ...
15
cards
Competency 14 Section 4
1 medicare advantage is a fee for...,
2 the initial enrollment period f...,
3 once enrolled in a medicare adv...
8
cards
Competency 14 Section 5
1 beginning in 2013 there will be...,
2 employers are only required to ...,
3 beginning in 2013 there will be...
9
cards
Competency 14 Section 6
1 if a client is enrolled in an e...,
2 if a client is enrolled in an e...,
3 exchanges created by the afford...
13
cards
Competency 15 Section 1
1 long term care is frequently pr...,
2 the majority of long term care ...,
3 custodial care can be provided ...
30
cards
Competency 15 Section 2
Long term care insurance can prov...,
2 government programs are the pre...,
3 the smallest market for long te...
39
cards
Competency 15 Section 3
1 the older americans act program...,
2 medicare was designed to handle...,
3 if someone qualifies for medica...
36
cards
Competency 15 Section 4
1 there is little variation in hy...,
2 the pension protection act of 2...,
3 premiums paid for a hybrid annu...
15
cards
Competency 15 Section 5
1 before developing a long term c...,
2 designing a long term care insu...,
3 clients should not consult thei...
28
cards
Competency 16 Section 1
1 changing one s residence is dif...,
2 the house that was suitable for...,
3 board and care homes are group ...
13
cards
Competency 16 Section 2
1 the vast majority of people wil...,
2 some states exclude retirement ...,
3 some states may not tax us mili...
19
cards
Competency 16 Section 3
1 a continuing care retirement co...,
2 clients will be eligible for ad...,
3 married couples may have differ...
21
cards
Competency 16 Section 4
1 geriatric care managers are pro...,
2 the eldercare locator is an int...,
3 medicaid home and community bas...
10
cards
Competency 16 Section 5
1 reverse mortgages are nonrecour...,
2 the amount of money available t...,
3 the standard acquisition costs ...
30
cards
Competency 17 Section 1
1 the compliance mentality is cha...,
2 ethics are not the same thing a...,
3 a role specific obligation is g...
13
cards
Competency 17 Section 2
1 rarely are family members the p...,
2 acts can only be defined as eld...,
3 moral malpractice occurs when i...
8
cards
Competency 18 Section 1
1 with the safety first approach ...,
2 the safety first approach is pe...,
3 with the safety first approach ...
15
cards
Competency 18 Section 2
1 with asset dedication fixed inc...,
2 portfolio volatility should be ...,
3 asset dedication differs from a...
31
cards
Competency 18 Section 3
1 managed payout funds provide an...,
2 managed payout funds can be des...,
3 when used by an advisor as part...
18
cards
Competency 18 Section 4
1 the distribution of underfundin...,
2 relative to the other strategie...,
3 in the case study observed mini...
11
cards
Competency 18 Section 5
1 the distribution of underfundin...,
2 relative to the other strategie...,
3 in the case study observed mini...
11
cards
HS355 Practice Exam
1 cyrus is a participant in his c...,
2 sally age 64 is planning to ret...,
3 which of the following statemen...
100
cards
Webinar Questions
Which of the following statements...,
All the following statements conc...,
Which of the following statements...
33
cards
HS 355 All Competencies
1 in most defined benefit plans t...,
2 very few defined benefit plans ...,
3 as long as the participant s ac...
18
cards
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HS 355
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