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Question 1: What is the difference between FDIC Insurance and SIPC insurance http://www.investopedia.com/terms/s/sipc.asp?

Question 2: What is the difference between a ROTH IRA and a TRADITIONAL IRA? What are some advantages and disadvantages of both?

Question 3: What is the difference between a Commercial Bank and a Credit Union?

Question 4: Specify the amount and type of coverage someone would have if they had a 50/100/50 auto insurance policy.

Question 5: What is an umbrella policy?

Question 6: Define coinsurance?

Question 7: What type of health insurance coverage do you have and what do you like and dislike about it?

Question 8: What are the advantages and disadvantages of owning a Term life insurance policy?

Question 9: What are the advantages and disadvantages of owning a Permanent life insurance policy?

Question 10: What is a premium in regards to insurance?

Question 11: What is the S&P 500 index and what does it reflect?

Question 12: What is the dividend yield or 12-Mo. Yield for the follow tickers (see link at top of page) T, VEA, PFF, and DVY http://www.morningstar.com/

Question 13: Why does Google (ticker symbol GOOGL) not pay a dividend?

Question 14: Compared to other stocks in the same sector, is it advantageous to buy a stock with a higher than average or lower that average P/E ratio. Why?

Question 15: Why would an equity analysis be interested in a publically traded company's 10Q and 10K report?

Question 16: What is a Market order and what is a Limit order?

Question 17: What are the 5 types of risks that effect the pricing of a bond.

Question 18: What is a Municipal bond and how is it different than a Corporate bond?

REFER TO YOUR ASSIGNED CASE

Question 19: Might there be an opportunity to reduce the interest rate on some debt by obtaining a home equity line of credit (HELOC)? How would this be advantageous in their financial plan?

Question 20: Would it be advantageous for your case family to consider an umbrella policy? If so, what risks are they currently choosing to self insure?

Question 21: How often do you think you should shop home and auto rates and why?

Question 22: Why might it be important for the individuals in your assigned case to create a Will or update one. Is this something you would recommend? Why?

Question 23: Are your individuals adequately insurance? Do they have enough insurance or not enough? Do they have the right kind of insurance and/or type of policies for their needs and goals? If not, do they have the funds available in their budget to get the insurance they need?

Question 24: In your opinion are your individuals' investment portfolio's properly allocated and diversified? If not, what kind of risks are they exposed to? What would you recommend they buy/sell to further diversify their portfolios?

Question 1: What is the difference between FDIC Insurance and SIPC

insurance

http://www.investopedia.com/terms/s/sipc.asp

Question 2: What is the diff

erence between a ROTH IRA and a TRADITIONAL IRA?

What are

some advantages and disadvantages of both?

Question 3: What is the difference between a Commercial Bank and a Credit Union?

Question 4: Specify the amount and type of coverage someone would have if

they had a

50/100/50 auto insurance policy.

Question 5:

What is an umbrella policy?

Question 6: Define coinsurance?

Question 7:

What type of health insurance coverage do you have and what do you like and

dislike about it?

Question 8: What are the advanta

ges and disadvantages of owning a

Term life insurance policy?

Question 9: What are the advantages and disadvantages of owning a

Permanent life

insurance

policy?

Question 10: What is a premium in regards to insurance?

Question 11: What is the S&P 500 ind

ex and

what does it reflect?

Question 12:

What is the dividend yield or 12

Mo. Yield

for the follow tickers (see link at top of

page)

T, VEA, PFF, and DVY

http://www.morningstar.com/

Question 13: Why does Google (ticker symbol GOOGL) not pay a dividend?

Question 14:

Compared to

other stocks in the same sector,

is it

advantageous to buy a stock with

a higher than

average or lower that average P/E ratio. Why?

Question 15: Why would an equity analysis be interested in a publically traded company's 10Q

and 10K report?

Question 16:

What is a Market order and what is a Limit order?

Question 17: What are the 5 types of

risks that effect the pricing of a bond.

Question 18: What

is a Municipal bond and how is it different than a Corporate bond?

REFER TO YOUR ASSIGNED CASE

Question 19:

Might there be an opportunity to reduce the

interest rate on some debt by obtaining

a ho

me equity line of credit (HELOC)?

How would this be

advantageous in their financial plan?

Question 20:

Would it be advantageous for your case family to consider an umbrella policy?

so, what risks are they currently choosing to self insure?

Question 2

How often do you think you should shop home and auto rates and why?

Question 1: What is the difference between FDIC Insurance and SIPC

insurance http://www.investopedia.com/terms/s/sipc.asp?

Question 2: What is the difference between a ROTH IRA and a TRADITIONAL IRA? What are

some advantages and disadvantages of both?

Question 3: What is the difference between a Commercial Bank and a Credit Union?

Question 4: Specify the amount and type of coverage someone would have if they had a

50/100/50 auto insurance policy.

Question 5: What is an umbrella policy?

Question 6: Define coinsurance?

Question 7: What type of health insurance coverage do you have and what do you like and

dislike about it?

Question 8: What are the advantages and disadvantages of owning a Term life insurance policy?

Question 9: What are the advantages and disadvantages of owning a Permanent life insurance

policy?

Question 10: What is a premium in regards to insurance?

Question 11: What is the S&P 500 index and what does it reflect?

Question 12: What is the dividend yield or 12-Mo. Yield for the follow tickers (see link at top of

page) T, VEA, PFF, and DVY http://www.morningstar.com/

Question 13: Why does Google (ticker symbol GOOGL) not pay a dividend?

Question 14: Compared to other stocks in the same sector, is it advantageous to buy a stock with

a higher than average or lower that average P/E ratio. Why?

Question 15: Why would an equity analysis be interested in a publically traded company's 10Q

and 10K report?

Question 16: What is a Market order and what is a Limit order?

Question 17: What are the 5 types of risks that effect the pricing of a bond.

Question 18: What is a Municipal bond and how is it different than a Corporate bond?

REFER TO YOUR ASSIGNED CASE

Question 19: Might there be an opportunity to reduce the interest rate on some debt by obtaining

a home equity line of credit (HELOC)? How would this be advantageous in their financial plan?

Question 20: Would it be advantageous for your case family to consider an umbrella policy? If

so, what risks are they currently choosing to self insure?

Question 21: How often do you think you should shop home and auto rates and why?