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Competency: Recommend segregated funds, individual annuities and group pension plans adapted to the client’s needs and situation (01-313). Question 4: (10 Points)
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Title: Examples Of Exam Questions Segregated Funds And Annuities Author: media.ctsnet.org-Matthias Nussbaum-2020-09-26-11-26-49 Subject: Examples Of Exam Questions Segregated Funds And Annuities Title: Examples Of Exam Questions Segregated Funds And Annuities Author: media.ctsnet.org-Matthias Nussbaum-2020-09-26-11-26-49 Subject: Examples Of Exam Questions Segregated Funds And Annuities You May Check The Box Next To The Question Number To Mark It For Review Examples of exam questions â Segregated funds and annuities Competency: Recommend segregated funds, individual annuities and group pension plans adapted to the clientâs needs and situation (01-313). Compared with equivalent mutual fund investments, segregated funds usually have higher fees. Segregated funds were originally a pension plan product and in the late 20th century,insurance companies began to work with mutual fund companies to create a product that mirrored popular mutual funds. 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