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 curent 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 3) Samantha has her home and auto coverage through Acme Insurance, a company she went with because of a referral from a co-worker. As you review Samanthas home and auto coverage, what might you be looking for to ensure she has adequate coverage?.

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 curent 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
3) Samantha has her home and auto coverage through Acme Insurance, a company she went with
because of a referral from a co-worker. As you review Samanthas home and auto coverage,
what might you be looking for to ensure she has adequate coverage?