During your meeting with your client, Hayden Doyle, you recommended he purchase a personal liability umbrella policy (PLUP). Whi

Question

Maksim231197 [3]

3 years ago

11

During your meeting with your client, Hayden Doyle, you recommended he purchase a personal liability umbrella policy (PLUP). Whi

ch part of the financial planning process were you engaged in?

Business

1 answer:

nataly862011 [7] · Answer 1 · 2022-07-09T17:20:03+03:00

Answer:

b. Develop and present financial planning recommendations.

Explanation:

Since in the question it is mentioned that there is a recommendation for buying a personal liability with respect to the umbrella policy so in the steps of the financial planning process, the step that should be considered is to develop & present the recommendation with regard to the financial planning as the financial planning is important than can save your future

hence, the correct option is B.