Josh Is a Broker Who Sells Retirement Investments to Individuals

question 9

Multiple Choice

Josh is a broker who sells retirement investments to individuals.He uses direct marketing,but he uses it primarily to get customers to inquire for more information and set up an appointment to discuss investment options with him.Which type of offer is this?

• A) one-step
• B) two-step
• C) primary
• D) secondary
• E) indirect

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Definitions:

Matter of Fact

A statement that is based on factual information or evidence, undistorted by emotion or personal prejudice.

Opinions

Personal beliefs or judgments that are not necessarily based on fact or knowledge.

Consumer Research

The study of how people buy, use, and dispose of products and services, including their motivations and decision processes.

Heavily Advertised

Describes products or services that are promoted extensively through various media channels to enhance visibility and consumer awareness.