An investment adviser representative who prepares financial plans for customers is also a registered life insurance agent in that State. If the agent recommends that a customer sell a mutual fund holding and use the proceeds to buy life insurance, all of the following should be disclosed to the customer except the fact that the:. A. Recommendation to purchase life insurance is in no way connected to the services offered by the advisory firm.
B. Agent will earn a commission on the life insurance purchased by the customer.
C. Sale of the mutual fund mayor is alt in a taxable event to the customer.
D. Recommendation to buy life insurance does not make the investment advice any less objective.

D. Recommendation to buy life insurance does not make the investment advice any less objective.

Explanation:

investment adviser representative are also regarded as financial planner are advisers that gives advice in term of financial service to firms or individual or his/ her customer

In the situation described in the question whereby, the agent recommends that a customer sell a mutual fund holding and use the proceeds to buy life insurance, then these information are needed to be disclosed to the customer

✓. Sale of the mutual fund mayor is alt in a taxable event to the customer

✓Recommendation to purchase life insurance is in no way connected to the services offered by the advisory firm

✓Agent will earn a commission on the life insurance purchased by the customer

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