Assignment:
Section: Explain which option is right for the client and why it is appropriate for their situation.
Explain that in Sandy's case you have selected the Bronze option (you can choose another option if you wish) given his/her relatively simple situation as he/she heads towards retirement in 11 years.
Cover the following:
1. Describe why you chose the particular option.
(a) Discuss why Sandy should have this option.
(b) Explain the total cost applicable and how you will collect the fees.
(c) Confirm that the client accepts this option.
(d) Diarise the review date(s) and confirm client contact arrangements