About your client Name: Samantha Benson Age: 54 Marital status: Married 2 adult children with former spouse, 1 minor child with current spouse Health: Great health (an active tri-athlete) but a family history of heart disease Occupation: Senior Director for Lion Industries, a $3 Billion Industrial Materials Firm Income: $270,000 salary per year + bonus/stock options up to $1.5M Total assets: $2.2M (not including value of home) Total debt: $750,000 (which mostly is a mortgage on her primary residence of $600k) Dependents: Minor child is age 17 Other notes: It is important to Samantha to provide for all 3 of her children in the event of her early death. The adult children are struggling to find their way in life and Samantha feels they have not yet established a secure future for their own families. Samanthas former husband has very little assets. Her current husband is an Executive Director at a BioTech company, but he and Samantha like to keep their finance separate as they feel they have each accumulated on their own prior to their relationship 2)Samantha has a small life insurance policy through her employer that self-cancels if she leaves the company. She has never considered adding additional coverage. What type(s) might you recommend and why?.

1. About your client:
Name: Samantha Benson Age: 54 Marital status: Married 2 adult children with former spouse, 1
minor child with current spouse Health: Great health (an active tri-athlete) but a family history of
heart disease Occupation: Senior Director for Lion Industries, a $3 Billion Industrial Materials
Firm Income: $270,000 salary per year + bonus/stock options up to $1.5M Total assets: $2.2M
(not including value of home) Total debt: $750,000 (which mostly is a mortgage on her primary
residence of $600k) Dependents: Minor child is age 17 Other notes: It is important to Samantha
to provide for all 3 of her children in the event of her early death. The adult children are
struggling to find their way in life and Samantha feels they have not yet established a secure
future for their own families. Samanthas former husband has very little assets. Her current
husband is an Executive Director at a BioTech company, but he and Samantha like to keep their
finance separate as they feel they have each accumulated on their own prior to their relationship
5)Consider other financial planning topics you may have been exposed to in your coursework
thus
far, such as Investment Planning, or Estate Planning. Identify any other concepts that you may
wish to cover with Samantha as it relates to the given information.