3 Different Memo’s

You are a financial advisor specializing in young professionals. You have been ask to help Max and Martha make a buy or lease decision. Please write a memo to Max and Martha explaining the pros and cons of buying or leasing a vehicle and then give them your recommendation.

Requirements:

200+ words
Memo Format:

    Heading: single spaced

        Your Name

        Their Name

        Date

        Re:

    Block paragraph ( no indent, single space between lines, double spaced between paragraphs )

    1 – 4 sentence paragraphs.  2-3 sentences is best.

    Font: 12pt, Times New Roman or some other professional font.

Instructions FOR THE SECOND MEMO
Again in you role as financial advisor to young professionals, write Tom a memo advising him how to establish credit. Use the information you’ve learned from the chapter 6 readings and watching the assigned video.

200+ words ( it will probably be more, but no more than a page )
Memo Format:

    Heading: single spaced

        Your Name

        Their Name

        Date

        Re:

    Block paragraph ( no indent, single space between lines, double spaced between paragraphs )

    1 – 4 sentence paragraphs.  2-3 sentences is best.

    Font: 12pt, Times New Roman or some other professional font.

    Memo format

Instructions FOR THE THIRD MEMO

Type of Life Insurance to Buy
Directions:
You are a financial advisor. You are advising a couple, Bob and Barbara Jones, both in their mid-thirties, on the purchase of life insurance.Bob and Barbara take home approximately $100,000/yr, they have 2 children under the age of five and they have a $250,000 mortgage.How much life insurance do they need? What type of insurance should they get?

Make sure you give the pros and cons of each type of insurance.

Requirements:
Memo Format 1. Heading -To:From:Date:Re:2. Block Paragraphs, Single space within paragraphs, double space between paragraphs3. 12 point type, Times New Roman

 

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