Knowledge Check 2

Question 1: List three insurance products and briefly describe each.

1._________________________________

2._______________________________

3._________________________________

Question 2: List three banking products and briefly describe each.

1._________________________________

2._________________________________

3._________________________________

Question 3: List three investment or financial planning products and briefly describe each.

1._________________________________

2._________________________________

3.________________________________

Question 4: Your customer says they lost their job. Which product would best match their need given the current situation?

-IRA account

-Umbrella Insurance

-Financial Advice

Question 5: Your customer says he just bought an engagement ring and is planning to propose. Which product would best match his need?

-Renter’s Insurance

-Personal Article Floater

-Rewards Credit Card

Question 6: Your customer is buying a new car. Which product would best match his need?

-Auto Loan

-Personal Loan

-Financial Review