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Free CTEP Exam Braindumps (page: 12)

Page 11 of 119
PDF with 472 Questions

You are an Estate Planner. As part of the Estate Planning process, you require the client to fill up `Estate Planning Checklist and Data Gathering form'. The client calls you to understand what are Schedule A and Schedule C attached to the form.You explain to him/her that Schedule A is for _______ and Schedule C is for__________

  1. Life Insurance and Qualified Retirement Plan
  2. Qualified Retirement Plans and Life Insurance
  3. Life Insurance and Marketable Securities'
  4. Marketable Securities and Life Insurance

Answer(s): A



Charity tends to be ________ and _________ response.

  1. Short term, Strategic
  2. Long Term, Emotional
  3. Short Term, Emotional
  4. Long Term, Strategic

Answer(s): C



High Net Worth Individuals can dispose of their money in______ ways. From the standpoint of the wealth holder,__________ is the most important of all.

  1. Three, Personal Consumption
  2. Three, Philanthropy
  3. Four, Personal Consumption
  4. Four, Philanthropy

Answer(s): A



There are_________ steps to implement Philanthropy Planning and the first step is__________.

  1. Three, Gift Design
  2. Three, Discovery
  3. Four, Gift Design
  4. Four, Discovery

Answer(s): D






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