easy · Certified Financial Planner Risk Management
Duarte has $100,000 of liability coverage on his auto policy and no personal umbrella policy. He wants to prioritize a large 529 plan contribution.
Which guideline should guide the planner's recommendation sequence?
- address risk and cash-flow needs before seeking return (H6)
- the client's stated goals and constraints govern (H7)
- use available no-cost or employer benefits first (H3)
- duty of loyalty (H2)
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