Câu 29: AFP: Applied Financial Planning
Suzy, age 45, is meeting with a financial planner as she has recently inherited $1.25 million from her late aunt. Suzy has poor spending habits and would like to review options that would safeguard and help her receive stable cash flows. She does not have a lot of experience investing and would like to avoid making da…
Nội dung câu hỏi
Suzy, age 45, is meeting with a financial planner as she has recently inherited $1.25 million from her late aunt. Suzy has poor spending habits and would like to review options that would safeguard and help her receive stable cash flows. She does not have a lot of experience investing and would like to avoid making day-to-day investment decisions. Which type of investment account is most appropriate for Suzy?
Các lựa chọn
Đáp án được giữ gọn theo nhãn A, B, C, D trong phần bình chọn tương tác.
- A. Straight life annuity.
- B. Separately managed.
- C. Multi-mandate managed.
- D. Discretionary fee-based. — đáp án hiện tại
Cộng đồng
0 bình luận công khai. Tên thành viên được ẩn một phần.