hard · Certified Financial Planner Retirement
The Solis household's planner discovers that a recommended insurance product, while providing the best mathematical return, is proprietary to the planner's firm and carries a higher commission than an external alternative.
According to the decision hierarchy, which rank resolves the conflict?
- Rank 4, Disclosure
- Rank 1, Duty of Loyalty
- Rank 7, Quantitative Optimality
- Rank 6, Cost and Reversibility
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