Designing investment packages


Assignment task:

Andrew is a 40-year-old ultra-athlete who presents to your office for heartburn. He recently completed the Boston Marathon in a PR of 2 hours 32 minutes. He routinely runs about 10 miles a day. Since the Marathon, he has had more trouble with heartburn. He attributes to his work as a retirement planner for a large investment firm. He is tasked with designing investment packages. His work is sedentary, consequently he exercises at 4 am, generally consisting of "spinning" for 20 minutes, running on the treadmill or if it is nice outside, he runs outside. He generally goes to bed about 10 pm after a snack of a protein smoothie. Occasionally he has a glass of scotch as well.

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Other Subject: Designing investment packages
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