Question

your client, Bob, engaged you to help him arrange his financial situation. During the course of your meetings you sold Bob a disability insurance policy. Which part of the financial planning process were you engaged in?

Answer 1

Answer:

implementation part

Explanation:

According to my research on the financial planning process, I can say that based on the information provided within the question you are engaged in the implementation part. In this part you finalize all the details and close out any deals that may be on the table in order for you to collect your money from your financial plan.

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