LUTCF Practice Questions - LUTCF (Life Underwriter Training Council Fellow) Exam

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An agent is meeting with a prospect who seems hesitant to share financial information. What is the most appropriate response?

Insist on receiving the information immediately Explain why the information is needed and assure confidentiality End the meeting and find a more cooperative prospect Make up estimated figures to proceed with the analysis

Correct Answer:

Explain why the information is needed and assure confidentiality

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