BEDO CASE STUDY (case approach to financial planning)

5. How might these results change if a growth rate is applied to the desired benefit amount? What

if the Bedos wanted to replace after-tax rather than gross income?

6. Using the life insurance calculation approach that best fits their situation or triangulation, state

how much additional life insurance, if any, Tyler and Mia might need. Provide a brief, client-

friendly explanation of how this number was determined. What graphic presentations might be

used to convey this information to the clients?