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EU Saving and investing are a two-sided coin in regard to cash flow in times of disability or a debilitating illness. if the client is
EU Saving and investing are a two-sided coin in regard to cash flow in times of disability or a debilitating illness. if the client is in the habit of contributing regularly, he may wish to continue the contributions. The best way to determine the nature and extent of savings/investment plans is to review the client's documentation and statements pertaining to which of the following accounts: 1. Registered Investment Accounts 2. Non-registered investment accounts 3. Outstanding mortgage 4. Pension plans 5. Registered Education Savings Plans 6. Life Insurance Which of the above statements are correct? Select one: a. 1,2,3 & 4 b. 1, 2, 4 & 6 C. 1, 2,4 & 6 d. 3, 4, 5 & 6
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