Isabella1319
28.12.2020 •
Business
A widowed customer with no children has a portfolio invested in mutual funds valued at $250,000. The portfolio generates a monthly income of $1,600, an amount that exceeds her living expenses by $300. The investment portfolio is her sole source of income. Her agent recommends she sell $30,000 worth of her mutual funds and purchase a deferred variable annuity to take advantage of the tax deferral and death benefit features. This recommendation is A) suitable because it provides diversification B) suitable because it offers a growth opportunity with a death benefit for a portion of her holdings C) suitable because it provides tax deferral features D) unsuitable
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Ответ:
D. unsuitable, since she has no need of the death benefit is the correct answer.
Explanation:
Ответ: