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Kaplan SRP Assignment - Retirement Fund

Discussion in 'Financial Planning Study Group' started by shawti, 15th Oct, 2012.

  1. shawti

    shawti Member

    7th Dec, 2011
    Perth, WA
    What calculation has everyone else used to determine the R in CIMER for Michael and Karens Risk Management part of Question 6??
    I have used their current living expenses for I, but not sure how to figure out R.

    Also, they both have insurance attached to their superannuation...if they get these paid out as a lump sum upon retirement, do they forfeit their insurance anyway, leaving us to recommend insurance for them also??