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Which financial planners can help clients with health care

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Reference no: EM132930597

Problem 1: The data collection step also requires the planner and the client to discuss

a. Goals and Assumptions

b. Products and Services

c. Goals and Products

d. Assumptions and Products

Problem 2: Life planning combined with financial planning could be characterized by questions like

a. How long do you think you might be in assisted living?

b. What estate would you like to leave to your children?

c. Who did you not get to be?

d. What kind of life do you want to provide for your family upon your death?

Problem 3: Financial planners can help clients with health care insurance decisions by helping clients analyze three components including:

a. How much coverage, whose coverage, and premiums paid

b. Out-of-pocket expense, deductible, medical loss ratio

c. Who to insure, what company to choose, when coverage should begin

d. Lifetime caps, co-pays and deductibles

Reference no: EM132930597

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