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During an appointment a client voluntarily gives you ( a Bankers Life insurance agent ) securities statements. Which of the following actions is appropriate? Select
During an appointment a client voluntarily gives you a Bankers Life insurance agent securities statements. Which of the following actions is appropriate?
Select all that apply.
The Agent takes a photo of the statements and brings the photo back to an FP
The Agent puts copies of securities statements in an envelope and personally delivers them to an FP
The Agent calls an FP from the appointment and discusses the statements with the client and the FP
The Agent uses the statements to complete the Fact Finder andor Annuity Suitability Questionnaire.
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