SEQ CHAPTER h r 1Scenario AThe best pecuniary institution for the risque debt and high income professionals looking to obtain insurance and investment advice and litigate is a pecuniary prep go company much(prenominal) as Ameriprise Financial . Financial planning looks at invigoration events and feeling determinations such as retirement and estate planning and offers advice and provides products to help meet those goals . Many financial planning services companies also offer loans and deposit banking accounts . Generally one exemplification who is licensed to sell insurance , investments , and loans br will work with this braces throughout their blood with the company . The illustration s goal is to periodically review changes in life events and modify the couple s insurance and investment portfolio to meet their changing goals and objectives . For this couple , the representative may suggest a product that combines insurance and investment such as an annuity or universal life insurance .
The couple can establish a relationship with a financial services firm in a topical anesthetic branch or through an interactive website maintain by the company . In some cases the bank that they argon already established with may have a financial planning division that they can access in the local branch or through the bank websiteScenario BThe best financial institution for a student looking to establish a checking or saving account , establish credit , and arrive a relationship with a financial institution should train a credit marriage ceremony . A credit union is similar to a bank in that it offers deposit...If you want to subscribe a full essay, order it on our website:
Ordercustompaper.comIf you want to get a full essay, wisit our page:
write my paper
No comments:
Post a Comment