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

Outline the factors an adviser would consider when assessing how best to meet his need to protect the maintenance payments

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

Outline the process that kabir and Emma’s adviser would follow when assessing their protection needs

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