Case Study 2 Questions - Objective 2 Flashcards
1
Q
Outline the key issues an adviser should discuss with them at an annual review regarding their objective to protect maintenance payments
A
2
Q
Outline the factors an adviser would consider when assessing how best to meet his need to protect the maintenance payments
A
3
Q
Outline the process that kabir and Emma’s adviser would follow when assessing their protection needs
A
4
Q
Recommend and justify an appropriate insurance policy to ensure the maintenance payments to Hannah are protected in the event of kabirs death
A