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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Related Book For
Essentials Of Personal Financial Planning
ISBN: 9781945498237
1st Edition
Authors: Susan M. Tillery, Thomas N. Tillery
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