A familial data gathering form which includes, age, health status, and family tree of the client and

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A familial data gathering form which includes, age, health status, and family tree of the client and the client’s family members allows the personal financial planner to determine which of the following?

I. The potential life expectancy of the client.

II. The insurability of the client.

III. The special needs of the client’s family members.

IV. The net worth of the client.

A. II, IV.

B. I, II, IV.

C. I, II, III.

D. II, III.

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Essentials Of Personal Financial Planning

ISBN: 9781945498237

1st Edition

Authors: Susan M. Tillery, Thomas N. Tillery

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