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

Assets

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?

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