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Before moving on, respond to the following question by selecting the best answer:

  1. Asked why these documents are needed, you explain that:

    1. They will make it possible for you to see how much life insurance the couple needs, if any.
    2. Any life insurance recommendations you make would be based on an estate analysis, and these documents are an essential part of such an analysis.
    3. You need to make sure the couple's legal and accounting counsel "is doing their job."
    4. The law requires that you review them before making any life insurance recommendations.

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