When Refusing Claims,you Should ________

question 53

Multiple Choice

When refusing claims,you should ________.

• A)avoid taking responsibility by accusing the customer
• B)maintain a personal and intimate tone to build rapport
• C)apologize sincerely for the negative answer
• D)not offer alternative solutions as that is unethical
• E)emphasize your continued desire for a positive relationship with the customer

Understand the tax implications of distributions from pension plans and IRAs.

Comprehend the rules and benefits associated with different types of retirement plans, including employer-sponsored plans and IRAs.

Calculate the expected return and taxable portions of annuity contracts and retirement plan distributions.

Identify the eligibility criteria and contribution limits for various retirement savings and education savings accounts.

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Definitions:

LGBT Teens

Lesbian, Gay, Bisexual, and Transgender adolescents who are in the process of understanding, accepting, and expressing their sexual orientation and gender identity.

Depression

A common and serious medical illness that negatively affects how one feels, the way one thinks, and how one acts, leading to feelings of sadness and a loss of interest in activities.

Anxiety

A mental health disorder characterized by feelings of worry, anxiety, or fear that are strong enough to interfere with one's daily activities.

Familism

A cultural value that emphasizes the importance of family relationships, loyalty, and solidarity among family members over individual needs.