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Josh Is a Broker Who Sells Retirement Investments to Individuals

Question 9

Multiple Choice

Josh is a broker who sells retirement investments to individuals.He uses direct marketing,but he uses it primarily to get customers to inquire for more information and set up an appointment to discuss investment options with him.Which type of offer is this?


A) one-step
B) two-step
C) primary
D) secondary
E) indirect

Correct Answer:

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