Investment and Insurance Needs Analysis

For this project, you will be completing an Investment and Insurance Needs Analysis, including retirement investments, and insurances including disability, life, health, , property, and liability for the following client:

Edgar and Jasmine are 54 and 49 respectively. They are both employed and have two teenage children who plan to attend college.


Edgar makes $100,000 a year

Jasmine makes $127,000 a year


Each are interested in income replacement if they become disabled, or die.

Since their house will be paid off in 20 years, Jasmine feels she only needs to have coverage until that time.
Edgar would like to have enough coverage on both of them to cover a funeral if necessary.
They would like to be able to pay for their childrens’ higher education.
They also want to make sure they are not a burden to their children should they need nursing home care.
They have two car loans totalling $35,000, and plan to continue to every three years (so they will continue to have vehicle loans, requiring full coverage on their cars).
They also have $25,000 in that they are working hard to pay off.
They have health coverage through work, and both have the option to participate in 401K plans which average an 8% return.

Using the skills and approaches you have learned in this course, complete a needs analysis for this family. Include the types of coverage that are important in their situation, amounts of coverage that make sense and the factors they may need to consider for each type of insurance.

Submit a written 5-7 page plan, along with a 7-10 slide PowerPoint presentation that you could present to the client. Include a title page and a reference page. Provide at least 4 additional resources formatted according to the CSU Global Writing Center Links to an external site. , at least 2 should be , to support your findings. Use the CSU Global Library Links to an external site. to find additional appropriate scholarly/academic references beyond the references given in the modules. For tips on creating presentations visit the CSU Global Writing Center Visual Presentation Links to an external site. page.

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