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Quiz: S03E04 - Estate Planning Challenges for Financial Advisors

What was the colour?

Blue
Yellow
Black
Red

What was the number?

Two
Three
Five
Eight

What type of advisor does Christopher bring into his office to meet with clients?

Lawyer
Accountant
Insurance specialist
Mortgage broker

What was the nature of Steven’s initial question?

Naming charities as beneficiaries
Using the will to make beneficiary designations
If you need a will when you have life insurance
Using a life insurance trust

Which of the following is true when an insurance designation and will are in disagreement?

The executor decides
The most recent document wins
The life insurance policy wins
The will wins

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