In your white paper presented to Tim and Anna, you shared with them the need to adopt a strategy that includes preserving current assets as well as creating future growth.
In your white paper presented to Tim and Anna, you shared with them the need to adopt a strategy that includes preserving current assets as well as creating future growth.
In your white paper presented to Tim and Anna, you shared with
them the need to adopt a strategy that includes preserving current
assets as well as creating future growth. As a result, you provided
the tools they needed to consider to accomplish their goals:
property and liability insurance for protecting their lifestyle
assets, healthcare and disability insurance for protecting their
earning capacity, life insurance and estate planning for protecting
their dependents, and retirement planning for protecting their
leisure years. You further shared with them the numerous
types of risks the private duty nursing firm might encounter:
business risk, financial risk, and portfolio risk.
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Armed with this information, Tim and Anna have asked you to provide
them details of the products or services available to assist them
in managing these risks.
Additionally, Tim reflected that one of his peers at work became
temporarily disabled without other income. This alarmed
Tim, and now he wants to understand immediately his disability
insurance needs. He knows they need 80% of his gross
income ($72,000 annual or $6,000 monthly) and that the
employer-provided amount would be $4,000 per month. No
other benefits would be available, including social security.
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