FiCEP Ch. 47-60 Quizziz

Which of these is NOT a Website Imitation Clue?

• Lacks an Icon

• Email from Unfamiliar sender

• Website requests no personal information.

• Site includes misspellings.

Which of these documents are Necessary Documents? (Select all that apply)

• Will

• Payable Upon Death

• Durable Heath care POA

• Financial POA

___________ ____________ include CPAs, CFPs, RIAs, RIAs, Stockbrokers, and Wealth Managers.

• Financial Advisors

• Tax Consultants

• IRA Agent

• Financial Coach

What is one immediate step you should take following death?

• Wait for state to contact you

• Look for lawyer

• Look for account passwords

• Contact funeral home

Probate helps to...(select all that apply)

• Establish property values

• Distribute property per the will

• Pay debts and taxes

• Identify deceased's property

Unemployment, workers comp, SSI, and Public Assistance are all types of (a)   assistance.

What are the types of taxes? (select all that apply)

• Progressive

• Invasive

• Regressive

• Flat/Level

Risk pooling is...

• Putting all your insurance into the same policy

• Swimming with your insurance agent

• Sharing risk among groups of insured individuals

• Hoping you never need insurance

When comparing returns, the greatest annual average return comes from...

• Common stocks

• Share Certificates

• Savings bonds

• Money in your mattress

Compulsive shopping increases during times of _________ ________.

• Warm Weather

• Seasonal Spending

• Family Vacations

• Emotional Distress