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AFA > Layout and Order > Flashcards

Layout and Order Flashcards

1
Q

5 sections

A 
Intro
Imm actions
Obj (Life and other)
Other imp issues
Summary
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2
Q

Heading order - Intro

A
  1. Intro
  2. Summ Circ
  3. Att risk
  4. Assump
  5. Review exis
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3
Q

Heading order - Life Obj

A
  1. MPP
  2. A- Life
  3. D- Life
  4. Exi Life
  5. BPI
  6. KPI
  7. WOL
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4
Q

Heading order - other Obj

A
  1. IPI
  2. D IPI
  3. Sch Fees
  4. Ret
  5. D – Ret
  6. A – new Pens
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5
Q

Heading order - Other imp issues

A
  1. Mort
  2. Inv Bond
  3. Unit Trust
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6
Q

Heading order - summary

A
  1. Summary
  2. Priorities
    estate?
  3. conclusion
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7
Q

Immediate actions

A
  1. repay CC
  2. Will
  3. Emerg
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AFA (8 decks)

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