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Sam is a financial advisor who always uses the financial planning process when dealing with clients. In which of the following situation would Sam be

Sam is a financial advisor who always uses the financial planning process when dealing with clients. In which of the following situation would Sam be practicing single-purpose financial planning? When he sells key-person life insurance to a client who owns a small business When he assists a client with the clients income, gift, and estate tax planning Question 5 options: A) I only B) II only C) Both I and II D) Neither I nor II

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