A Mathematical Model for Optimal & Balanced Financial Plans and Its Application in Life Insurance Planning

by David Hu

The mathematics behind developing financial plans is nothing more than simple linear algebra. With a properly structured linear algebra model, for each set of input, there is a unique corresponding financial plan. A Planner and the Client can only modify the input to change a plan with the same goals. Planners nor Clients can just "modify a plan" by changing resource allocation directly.Goal-based planning views financial plans as combination of goals...

• Format: Paperback
• Language: English
• ISBN: 1695433149
• ISBN13: 9781695433144
• Release Date: September 2019
• Publisher: Independently Published
• Length: 192 Pages
• Weight: 1.01 lbs.
• Dimensions: 0.4" x 8.5" x 11.0"