Original Work Log

Date Description Hours

October 28 Researched how tax-deferred plans work 2
Researched how a specific tax-deferred
November 2 (401ks) work 2
Researched how life insurance policies work
November 7 and who they're best fit for 2
Researched on the different components of an IUL,
November 14 and where the money goes 2
Found templates of reports and researched about the
November 18 importance about the different components of the reports 1
December 3 Gathered information of a mock client 0.5
December 5 Ran report of investments in tax deferred (401k) investment 0.5
December 7 Ran report of investments in an IUL 0.5
Synthesized the two reports together to compare the
December 14 returns and conclude which option is more vaible 1
Wrote analysis report which synthesized all my
December 15+16 research and findings 2
Total Hours 13.5