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QUESTION

1. If you were to consider the financial services needs of a customer over his or her entire lifetime (after college), what specific information

If you were to consider the financial services needs of a customer over his or her entire lifetime (after college), what specific information would you want to know about a customer? We identified information such as age, marital and family status, salary, and benefits. What five other information “milestones” would you want to track?

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