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ASEW · Assessing Client Requirements
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Assessing Client Requirements
The four-step process, how to calculate income protection need, and what happens when a client cannot afford all recommended cover.
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Key points
The protection needs analysis process Step 1 — Identify: Step 2 — Quantify: Step 3 — Prioritise: Step 4 — Recommend and Document: Suitability of each recommended product
Question 3
Which term matches: "Outstanding mortgage + debts + income replacement fund (e.g. 10 × salary)"
Question 4
What does "Income protection need" mean?
Question 5
Match each term in "Key points" to its meaning
Tap a term, then tap its matching definition.
Question 6
Fill in the blank
______ — Typically mortgage balance or lump sum needed to cover adjustments
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What the exam tests
The four-step process, how to calculate income protection need, and what happens when a client cannot afford all recommended cover.
Question 8
True or false?
The four-step process, how to calculate income protection need, and what happens when a client cannot afford all recommended cover