When an investment adviser representative meets with the spouse who is the beneficiary of an estate of a client who has recently died, what is the first question that the iar should ask?

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28-07-2022
Social Studies

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When an investment adviser representative meets with the spouse who is the beneficiary of an estate of a client who has recently died, what is the first question that the iar should ask?

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tutorconsortium33 tutorconsortium33 · Answer 1 · 2022-08-05T11:36:06+02:00

When an investment adviser representative meets with the spouse who is the beneficiary of an estate of a client who has recently died, the first question that he/she should ask is (A) "What are your immediate cash flow needs?"

Who is an investment adviser?

A registered investment adviser is a firm that is registered as an investment adviser with the Securities and Exchange Commission or a state securities commission in the United States.

The question he/she should ask first will be:

A is the best response.
When a partner dies, the immediate difficulty for the remaining spouse, aside from preparing a funeral, is ensuring that he or she can pay the regular bills that come due.
As a result, the first question should be, "What are your cash flow requirements?"
The other questions are also relevant, but they are more long-term in nature.
If the customer had life insurance, a death claim should be submitted to the insurance company in order to receive the death benefits.
In terms of listing a house for sale, it is a longer-term choice.
Furthermore, whether the estate is taxable (unlikely given to the huge estate tax deduction) is not an immediate concern because any death tax is not due until 9 months after death.

Therefore, when an investment adviser representative meets with the spouse who is the beneficiary of an estate of a client who has recently died, the first question that he/she should ask is (A) "What are your immediate cash flow needs?"

Know more about investment advisers here:
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