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Alexin and Tomas meet with their insurance agent, Pat. After a thorough needs analysis, Pat recommends that Aiexis set up a spousat prsp in Tomas.
Alexin and Tomas meet with their insurance agent, Pat. After a thorough needs analysis, Pat recommends that Aiexis set up a spousat prsp in Tomas. Pat has them complete a risk tolerance questionnaire and recommends a portfolio of segregated funds for Alexis to purchase within the spousai respe Pat goes over the Fund Facts with the couple. Alexis then writes a cheque and Pat completes the application for the spousal rossp and the undertyirg funds. As the meting comes to a close, Pat gives the clients a copy of the application, an information folder, and the Fund Facts he revieved with viem. What else must be provided to the clients in order to properly finalize the sale? A confirmation of purchase for the segregated funds. A copy of the needs analysis that Pat completed. A written agreement for Pat to have annual follow-ups with the clients. A year-by-year breakdown of past returns for the funds Pat recommended
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