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In my Finance Risk Management and Insurance Course, we have a series of successful guest speakers coming in to talk about what they do in the Insurance field and Risk Management. Our guest is a Wealth Advisor, but also a Estate Planner who manages Trust (CLU and ChFC). As a Finance student, what sort of hypothetical example questions should be asked about his position and such? I'm a bit stumped on coming up with something appropriate with his position. Any ideas?
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