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From“ Security For Those With Developmental Disabilities,” page 26 1. What is often overlooked when naming a guardian for a disabled person? A. Making sure the person understands the responsibility B. Making sure the guardian’ s future plans don’ t keep them from the job C. Making sure the guardian wants the job D. All of the above
2. A special needs trust lets families set aside funds for _____. A. Therapies
C. Personal care
B. Education
D. All of the above From“ Value Isn’ t Just About Cheap Prices,” page 42 3. The Artisan Global Value Fund is a portfolio of ___ stocks. A. 100 to 150 B. 80 to 90 C. 50 to 70 D. 35 to 40
4. The Artisan Global Value Fund’ s benchmark is the ____. A. S & P 500 B. Russell 2000 C. MSCI All Country World Index D. Dow Jones Industrial Average
From“ What Boomers Can Teach Future Retirees,” page 46
5. A poll found ____ of new retirees took a year to adjust after retiring. A. A quarter C. 67 % B. Half
D. All
6. ___ were the first to enter retirement with little or no pension. |
A. The Greatest Generation |
C. Gen X |
B. Gen Z |
D. The baby boomer generation |
From“ The Risky Insurance Behind The Insurance,” page 50
7. What types of insurance have benefited by having private equity back it? A. Property and casualty
C. Annuities
B. Life insurance D. None of the above
8. What does reinsurance do? A. Lets insurers remain solvent amid an unexpected degree of losses B. Lets insurers underwrite more policies without raising rates C. Lets insurers transfer their risk D. All of the above
From“ Using Market Downturns To Preserve The Next-Gen’ s Wealth,” page 53 9. What is a“ 2036 inclusion”? A. An asset must be included in an estate if the grantor controls or benefits from it. B. It means a grantor cannot include IRAs in their estate. C. It means an estate must include a certain minimum interest payout. D. None of the above
10. What is a rolling GRAT? A. A series of short-term trust vehicles, one rolling into another B. A single grantor-retained annuity trust that zeroes out C. A GRAT that leaves everything for the kids D. None of the above
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Financial Advisor( ISSN 1545-0163, USPS 021-488) is published monthly by Charter Financial Publishing Network Inc., 149 Avenue at the Common, Shrewsbury, NJ 07702. Periodicals postage paid at Red Bank, NJ and additional mailing offices. Subscription Rates: $ 79 per year. Postmaster: Send all address changes to Charter Financial Publishing Network Inc., P. O. Box 7550, Shrewsbury, NJ 07702. Copyright 2025 by Charter Financial Publishing Network Inc. Reproduction, photocopying or incorporation into any information-retrieval system for external or internal use is prohibited unless permission is obtained beforehand from the publisher in each case for a specific article. The subscription fee entitles the subscriber to one original copy only. Unauthorized copying is considered theft. May 2025 Financial Advisor( Volume 26, Number 4)
MAY 2025 | FINANCIAL ADVISOR MAGAZINE | 57