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LLQP Case Studies

Practise reading realistic client facts, identifying what matters and applying multiple LLQP concepts to one scenario.

LLQPprep perspective

Realistic cases connect everything you studied.

Integrated scenarios force you to combine needs analysis, products, calculations, suitability and professional judgement instead of treating each topic as an isolated fact.

Real client situations do not arrive as isolated definitions. Case-study practice helps bridge the gap between knowing a rule and deciding what to do with it.

Life Insurance

Family protection, debts, estate liquidity, business needs, existing coverage, affordability and product choice.

Accident & Sickness

Income interruption, disability, health risks, group coverage, contract features and recommendation decisions.

Seg Funds & Annuities

Investor profile, guarantees, liquidity, beneficiary considerations, annuities and retirement income decisions.

Ethics

Disclosure, conflicts, documentation, contract rules, beneficiary issues and professional obligations.

Multi-question scenarios

One client profile can support several focused questions without artificially combining unrelated material.

Detailed rationales

Review why the strongest answer fits the facts and why a tempting distractor does not.

120+ comprehensive case studies:

Across the complete bundle, the goal is breadth of scenario types and repeated decision practice — not simply longer question stems.

Application Case Study

One client. Several connected decisions.

Longer LLQPprep cases are a training method: the same client facts are revisited from different angles so you learn how concepts connect.

Client profile — demonstration

Samir, 42, and Maya, 39 have two children aged 7 and 10. Their mortgage is $485,000. Samir earns $115,000, Maya earns $72,000, and each has basic employer life coverage. They want the mortgage cleared, education funding protected and family income supported if either parent dies. They also want to keep premiums manageable.

Mortgage: $485,0002 dependent childrenExisting group coverageBudget sensitivity

Questions the same facts can support

1. What information matters before estimating additional coverage?

Existing suitable insurance, income-replacement period, debts, education objectives, available assets and affordability. Trap: choosing a product before finishing the needs analysis.

2. Why might term insurance be considered for part of the need?

Large mortgage and family-income needs are substantial but may be temporary. Term can efficiently match a defined period, while permanent needs can be assessed separately.

3. What changes if one spouse has strong employer coverage?

The existing suitable benefit may reduce the additional gap, but the reliability, duration and portability of group coverage still need to be considered.

Extract factsIdentify what is relevant and what is merely background detail.

Connect competenciesNeeds, product analysis, recommendation and service can all interact.

Explain the choiceUnderstand why the best answer fits better than plausible alternatives.

Transfer the reasoningLearn a decision process you can apply to a different client scenario.

Apply What You Know

Move from isolated concepts into realistic client decisions with the complete LLQPprep case-study bank.

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