A registered representative that wishes to recommend a variable annuity to a customer must make reasonable efforts to obtain the customer's:

A registered representative that wishes to recommend a variable annuity to a customer must make reasonable efforts to obtain the customer's:


I intended use of the variable annuity

II investment time horizon

III existing assets including insurance holdings

IV liquidity needs



A. I and II only

B. III and IV only

C. I, II, III only

D. I, II, III, IV


Answer: D.

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