Quiz: S01E08 – Retirement Planning

What was the colour?

Red
Orange
Green
Black

What was the number?

Four
Seven
Eight
Thirteen

Who were the guests?

David, Phil, and Alex
Craig, Chris, and Mitchell
Dan, Barry, and Nick
Vince, John, and Bill

What does Chris suggest is the greatest impediment to life annuity sales?

Complexity
Loss of estate benefits
Low returns
Loss of liquidity

How did Craig convince his clients to use a debt consolidation strategy?

Showed the total savings that would result
Had them do weekly spending reviews
Educated them about credit scores
Provided examples of clients who had done this successfully

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