CASE STUDY
Evan, 28, is a retail salesman and Alyson, 27, is a marketing manager.
They have been married 3 years, own a house, and just had their fi rst
child, Amanda.
THE CURRENT SITUATION
- Evan and Alyson are new parents and are excited about raising their
daughter in their home. - They have an affordable, $300,000, 30-year mortgage on their home
and love that they will be raising Amanda in their hometown. - They have dreams and plans for Amanda to play sports as she grows
and maybe even attend their alma mater, where they met. - They have been told that they should have life insurance other than
what they get through their jobs to protect Amanda’s future as well as
their home.