Question
Develop a five question checklist for obtaining proper information to perform an insurance analysis for someone ( client ) that is retired and over the
Develop a five question checklist for obtaining proper information to perform an insurance analysis for someone ( client ) that is retired and over the age of 25. Gather information about the persons current insurance situation, conduct an analysis and make recommendations for any two of the following insurance areas: life insurance, auto insurance, disability insurance or home insurance. Once you have gathered the information needed, conduct an analysis of the two areas chosen and write a paper detailing the following:
1.) Who is your client? Tell me about their family and work situation
2.) What areas did you choose to analyze? Develop a five question checklist for the two areas you will analyze to obtain the most complete information you need for your analysis.
3.) What is your clients current coverage in these areas?
4.) What are your clients insurance goals? ( this is especially important for life insurance. )
5.) What are your recommendations for your client? Why did you make these recommendations ?
6.) Provide any calculations necessary to support your recommendations.
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