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Certified Financial Planner (CFP) Practice Exam · Question

Term vs perm insurance recommendation depends on:

Suitability. The correct answer is "Needs analysis, time horizon, budget". This reflects the accepted standard for the cfp assessment and aligns with the offici

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Question: Term vs perm insurance recommendation depends on:

Answer options: ✅ Needs analysis, time horizon, budget

  • Brand
  • Color
  • Friend

Correct answer: Needs analysis, time horizon, budget

Explanation: Suitability. The correct answer is "Needs analysis, time horizon, budget". This reflects the accepted standard for the cfp assessment and aligns with the official handbook for this competency.

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