What are implications on other areas of financial planning

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Reference no: EM133346027

Question: A client situation and proposed topical insurance plan that will at a minimum include auto, home, life, health, disability, long term care and annuity insurance products. State what the hypothetical individual already owns, either individually or through an employer policy, what financial resources may be, other competing objectives, and client's personal preferences and priorities. Having done so, state the insurance solutions that would fulfill the needs given at least the products previously mentioned, although feel free to also use others if appropriate. Address if the policies should be purchased at all, why and how much. If circumstances are currently changing or will in the future, how will this likely effect the overall plan? What are the implications on the other areas of financial planning?

Reference no: EM133346027

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