Question: your client jed engaged you to help him with his...
Your client Jed, engaged you to help him with his financial situation. During the course of your meetings you sold Jed a $1,000,000 life insurance policy. Which part of the financial planning process are you engaged in? Why?
A. Analyze and evaluate the client’s financial status.
B. Monitoring the plan.
C. Developing and presenting the financial plan recommendations.
D. Implementing the financial plan recommendations.