Develop a profile of insurance needs. If you are preparing a
plan for a client, you will assess the client’s needs based on at least one face-to-face interview, in
which you will gather data on the client’s current insurance status and insurance needs, present
and future. Data must be kept in strictest confidence and shared only with the instructor. This second-phase report should be no more than two pages in length using
1½ line spacing. It will constitute the first section of your final report, and should be titled
“Needs Assessment Summary.”
Following basic information of my client(If you need, you could just make something up)
Name: Shannan Zhang
Date of Birth: May 30th ,1992
I am the international student from China, I am majoring in film at Purdue University. I am junior and I gonna graduate next fall. I like travel and I fly a lot so I have to spend a lot of time on airplane. I have a car, the brand is BMW and it is six series (650i). I bought the car last year and cost nearly 100,000 dollars. And also I have a little puppy, she just 8 months. I love her so much and I love my boyfriend so much. I like shopping and trying kinds of delicious foods.
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