Financial Plan Recommendations Template Eric and Christina Yang$/$Amy Yang Case Study Course FP$517$: Financial Plan Development

Student name and email:

Respond to the following questions asked by Eric and Christina Yang.

Insurance Analysls

Maximum Points: $6$

Gluen the information you have colfected on Eitc and Chriatina Yang's lessurance coverag risks, what are the three most important recommendations you have for them? You mur two or three sentence justifications for each recommendation.

$2.$ Behavioral Finance

Maximum $6$ points

Please listen to the recording of the corversation between you $($the financlai planner$),$ Erro Christina before answering this question. The recording is found in Stualy Tooks.

A$.$ Which cognitive or emotional blas is being exhibited by the Yang?

Mental Accounting

Anchoring

Self$-$control

Status quo

How would you address the issue with the clients in this conversation? Write a script o words.