Finance Personal Planning

Case Study – Insurance (1-2 pages)

Tom and Nancy Smith are married, with 2 children

Nancy is 38, Tom 42

•Their children, Emily and Brian, are 16 and 18 respectively

•Brian will be going to College this fall

Nancy is a CPA at a local accounting firm with an annual salary of $200K

Hank teaches at the local high school where he coaches football and makes around $100K annually

Nancy volunteers on the Board of Directors of a local Nonprofit

Both Hank and Nancy are in good health and have an active lifestyle

•Both the Smiths and their children love Motorized Watersports


Tom and Nancy own a 3-bedroom home with a market value of $500K

They have two SUVs and a Sedan

•Both Emily and Brian drive

The Smiths own an 18 ft Boat, which they store on their property

•They also own two Jet Skis

Long Term Goals for the Smiths Include:

Income Replacement in case of the death of either Tom or Nancy

College for their children

Retirement Income is covered by Tom and Nancy’s Employment

So you do not need to address this in this Case Study

Answer the following questions:

1-What are the Major Risks Tom and Nancy face?

2-What different insurance products do they need?

3-How much insurance should they carry?

4-If Life Insurance is recommended, what policy value?

Order a unique copy of this paper
(550 words)

Approximate price: $22

Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
The price is based on these factors:
Academic level
Number of pages