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Financial Planning The following is used to analyze risk management insurance coverage for clients: Insurance (e.g. life) Metric (e.g.12-16 x Gross Pay) Actual (e.g. N/A)

Financial Planning

The following is used to analyze risk management insurance coverage for clients:

Insurance (e.g. life)

Metric (e.g.12-16 x Gross Pay)

Actual (e.g. N/A)

Recommended (e.g. Needs $ yr term)

Cost/Savings

How do you determine recommended and cost/savings? Meaning can you explain what information you look for and what you do with it?

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