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Raymond is an insurance agent who sells annuities. He meets with Lisa to discuss the purchase of an annuity. Raymond is required to make a

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Raymond is an insurance agent who sells annuities. He meets with Lisa to discuss the purchase of an annuity. Raymond is required to make a reasonable effort to obtain all of the following information from Lisa EXCEPT A) financial objectives B) assets and income information C) liquidity needs D) medical history

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