easy · Certified Financial Planner Professional Conduct
The Crowe family is debating between two life insurance policies. Policy A has a higher internal cost but is offered by the planner's brother. Policy B is mathematically superior for the client's needs and has lower fees.
According to the CFP Mindset Decision Hierarchy, which rank resolves this choice?
- Rank 5: Constraint Satisfaction
- Rank 4: Disclosure
- Rank 7: Quantitative Optimality
- Rank 1: Duty of Loyalty
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