P2P Week 8 - AZ/TX

Question 1

Which of these is offered on DAP?

Accepted Answer

Debt Management Tools

Question 2

What was the first mutual fund Vanguard offered?

Accepted Answer

Wellington

Question 3

True or False: Managed clients are not subject to $1,000 and $3,000 minimums on funds

Accepted Answer

True

Question 4

You have a question regarding asset location logic. Who do you submit a form to?

Accepted Answer

Ask Methodology

Question 5

UT has 5 national titles (football)

Accepted Answer

False

Question 6

Which of these market fears caused the largest drop in the S&P 500?

Accepted Answer

2020 - Coronavirus, Global Depression Fears

Question 7

Which of these was NOT a top market concern in the year 2014?

Accepted Answer

North Korea

Question 8

True or False: Australia was the first international location

Accepted Answer

True

Question 9

Which one of these is NOT a component of SCAP?

Accepted Answer

Situational Needs

Question 10

Which of these is True about the Pro-Rata/Aggregation Rule?

Accepted Answer

You may avoid pro-rata by rolling a Trad IRA balance into an employer plan

Question 11

Who is on the $2 bill

Accepted Answer

Thomas Jefferson

Question 12

True or False: You can have an Active Tilt without a taxable account

Accepted Answer

True

Question 13

When does multi-goal recommend a 100% allocation to short-term reserves?

Accepted Answer

Within 12 months of the goal date

Question 14

How many miles (approx.) is it to drive from the southern-most tip of Texas to the northern-most?

Accepted Answer

900 miles

Question 15

What is not part of the process if a prospect client requests more time to decide and doesn't set up a follow-up?

Accepted Answer

Close Opportunity as Lost

Question 16

True or False: Clients must download the Webex App if they want to screen share on an iPad

Accepted Answer

True

Question 17

What is Arizona's state motto?

Accepted Answer

"Ditat Deus" (God enriches)

Question 18

True or False: You can create a custom goal in an IRA if you're 48 ending prior to 59 and 1/2?

Accepted Answer

False

Question 19

True or False: Irrevocable Trusts are eligible on DAP

Accepted Answer

False

Question 20

What is the time requirement to respond to a DCC and close an appointment by?

Accepted Answer

48 hours

Question 21

Which of these famous athletes did NOT attend an Arizona University?

Accepted Answer

Katie Ledecky

Question 22

Which of these would you NOT find on the ARC Conversation Planner?

Accepted Answer

Emotional Needs

Question 23

Which of these would NOT be found on the PA Tools Page?

Accepted Answer

Retirement Expense Calculator

Question 24

Which of these is NOT a Life Cycle Category?

Accepted Answer

Financial Planning

Question 25

What popular movie was NOT filmed in Arizona?

Accepted Answer

No Country for Old Men

Question 26

What phase of life is someone considered to be in if they are 5 years away from their retirement age?

Accepted Answer

Pre-Retiree

Question 27

Which set of metrics are correct?

Accepted Answer

Webex - 40%, AA - 60%, Retention - 97%, Implementation - 48%

Question 28

Which of these musicians is NOT from Texas?

Accepted Answer

Hank Williams

Question 29

True or False: Arizona has been affected by 3 hurricanes

Accepted Answer

True

Question 30

Which of these animals is NOT found in Wyoming? (I wanted to be involved somehow)

Accepted Answer

Caribou

Question 31

Which of these U.S. cities is NOT on the Top 10 list of most populated

Accepted Answer

Miami

Question 32

What college has drafted the most NFL players?

Accepted Answer

Notre Dame

P2P Week 8 - AZ/TX

Questions 32

P2P Week 8 - AZ/TX

Questions 32