Personal situations and objectives:
- Karen Magnuson is married and has two children, ages 10 and 7. Her husband is a university professor. In addition to $125,000 of group term life insurance, Karen owns $50,000 of life insurance ($15,000 whole life; $35,000 term). She owns no personal disability income protection.
Her primary financial objectives:
- College education funding
- Retirement savings
- Robert Kennelly is divorced; his former wife has custody of their two children. In addition to $125,000 of group term life insurance, Robert owns $150,000 of universal life insurance. He owns personal disability income protection ($1,500 monthly benefit).
His primary financial objectives:
- Income protection
- Retirement savings
- Henrietta Johnson is twice divorced and has three children. In addition to $75,000 of group term life insurance, Henrietta owns $35,000 of adjustable life insurance. She owns no personal disability income protection.
Her primary financial objectives:
- College education funding
- Care for aging parents
- Retirement savings
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