Marcy advises her clients on investments,taxes,wealth management,estate issues,budgeting,and insurance.Marcy is also a licensed life insurance agent.When Marcy sells life insurance to a client,the distribution channel used is a(n)

Question

Quizplus · Accepted Answer

Marcy, acting as a financial planner, advises her clients on a broad range of financial matters including investments, taxes, wealth management, estate issues, budgeting, and insurance. When she sells life insurance, she does so in the capacity of a financial planner, integrating it into her broader advisory services.

Marcy Advises Her Clients on Investments,taxes,wealth Management,estate Issues,budgeting,and Insurance