Ohio Insurance Laws and Regulations Practice Exam 2025 – 400 Free Practice Questions to Pass the Exam

Question: 1 / 400

An agent is meeting with a client to determine whether an annuity would be suitable for purchase. Which of the following topics needs to be discussed with the client?

Financial objectives

Annuities are a financial product and as such, it is important for the agent to discuss the client's financial objectives to determine if an annuity would be a suitable purchase for them. This helps the agent understand the client's needs and goals, and make a recommendation based on their individual situation. B, C, and D are not relevant topics for this discussion and should not be discussed as they do not pertain to the purchasing of an annuity.

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Favorite color

Vacation plans

Favorite sports

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