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Lindsay, a licensed life insurance agent, visits Tony and Blair at their home to discuss various coverage options for their family: This is their second
Lindsay, a licensed life insurance agent, visits Tony and Blair at their home to discuss various coverage options for their family: This is their second meeting. Blair is the breadwinne, while Tony is a stay at home father to the couple's two children. They are especially interested in purchasing a critical illness policy for Blair After some thought Lyndsay makes a recommendation. They then fill out an application. What is the first thing Lyndsay should do upon returning to her ofice? O Request an MB report O Order the paramedica/exams. Setup the appointment for policy delivery. O Document her recommendation in tie client fl
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