The people who assist families in developing a comprehensive program that covers investments, taxes, insurance, and retirement plans are called
A) insurance salespeople.
B) financial planners.
C) portfolio managers.
D) stockbrokers.

Question

Quizplus · Accepted Answer

Financial planners specialize in assisting families in creating comprehensive financial plans that cover investments, taxes, insurance, and retirement plans. Insurance salespeople only deal with insurance products, portfolio managers specialize in managing investment portfolios, and stockbrokers focus on buying and selling securities for their clients.

The People Who Assist Families in Developing a Comprehensive Program