Management Notes

Reference Notes for Management

S is close to retiring and would like to purchase a policy that will yield greater gains than bonds, but will still protect the principal with a minimum level or risk. Which product would S be advised to purchase?

S is close to retiring and would like to purchase a policy that will yield greater gains than bonds, but will still protect the principal with a minimum level or risk. Which product would S be advised to purchase?

S is close to retiring and would like to purchase a policy that will yield greater gains than bonds, but will still protect the principal with a minimum level or risk. Which product would S be advised to purchase?

 Options:

  1. Equity Index insurance
  2. Endowment
  3. Graded whole life policy
  4. Return of premium policy

The Correct Answer Is:

a. Equity Index insurance

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