Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Testing this website > 2a. Basic Fact Finding [11 Steps] > Flashcards

2a. Basic Fact Finding [11 Steps] Flashcards

1
Q
  1. Who these plans are for
  2. Plan guarantees
  3. Confirm beneficiary
  4. Any others impacted?
  5. Confirm others impacted
  6. Does beneficiary know?
  7. Do they need to be present?
  8. Do they trust you?
  9. Affirm their choice with takeaway
  10. Confirm their DOB
  11. Transition to Warm Up
A

What are the 11 steps in the Basic Fact Finding Stage?

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

What is the first group of steps?

A

Plan details: Steps 1, 2

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

What is the second group of steps?

A

Those impacted: Steps 2, 3, 4

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What is the third group of steps?

A

Dependent or Two Legger: Steps 5, 6, 7, 8, 9

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What is the fourth group of steps?

A

Transitioning: Septs 10, 11

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Step 1 in the Basic Fact Finding Stage?

A

Who these plans are for

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Who these _____ are for

A

Plans

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Step 2 in the Basic Fact Finding Stage?

A

Plan guarantees

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Plan _____

A

Guarantees

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Step 3 in the Basic Fact Finding Stage?

A

Confirm beneficiary

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Confirm _____

A

Beneficiary

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Step 4 in the Basic Fact Finding Stage?

A

Any others impacted?

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Any others ______?

A

Impacted

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Step 5 in the Basic Fact Finding Stage?

A

Confirm others impacted

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

_____ others impacted

A

Confirm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Step 6 in the Basic Fact Finding Stage?

A

Does beneficiary know?

17
Q

Does _____ know?

A

Beneficiary

18
Q

Step 7 in the Basic Fact Finding Stage?

A

Do they need to be present?

19
Q

Do they need to be _____?

A

Present

20
Q

Step 8 in the Basic Fact Finding Stage?

A

Do they trust you?

21
Q

Do they _____ you?

A

Trust

22
Q

Step 9 in the Basic Fact Finding Stage?

A

Affirm their choice with takeaway

23
Q

Affirm their choice with _____

A

Takeaway

24
Q

Step 10 in the Basic Fact Finding Stage?

A

Confirm their DOB

25
Q

Confirm their ____

A

DOB

26
Q

Step 11 in the Basic Fact Finding Stage?

A

Transition to Warm Up

27
Q

Transition to

A

Warm Up

28
Q

What are the 11 steps in the Basic Fact Finding Stage?

A
  1. Who these plans are for
  2. Plan guarantees
  3. Confirm beneficiary
  4. Any others impacted?
  5. Confirm others impacted
  6. Does beneficiary know?
  7. Do they need to be present?
  8. Do they trust you?
  9. Affirm their choice with takeaway
  10. Confirm their DOB
  11. Transition to Warm Up

Testing this website (21 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions