Write a strategy paper to address Simon and Erin’s situation. The strategy paper should describe generic product strategies and provide recommendations to meet Simon and Erin’s objectives.
The scope of your advice is limited to the area of life insurance (Module 5).
Provide your needs analysis and any materials or links to materials to support your advice as an appendix to the strategy paper.
Appropriate style and tone should be used as well as writing a clear, concise, and easy to understand customised recommendation to the clients.
Your strategy paper will be typed into the template provided. Do not alter the font style (Arial) or margins. You may add headings, tables, colour and adjust font sizes where appropriate (minimum 10 point font). The length of your strategy paper should not exceed 10 pages single spaced (excluding appendices).
Please delete all the red instructions in brackets in the template before you submit your work through the submission link on the course website.
Your strategy paper will be typed into this template. Do not alter the font style (Arial) or margins. You may add headings, tables, colour and adjust font sizes where appropriate (minimum 10 point font).
Module 5: Managing Personal Risks covers ten key topics:
Introduction to Life Insurance
Insurance Company Operations
Regulation of Life Risk Policies and Advice
Traditional Life Policies
Term Life Policies
Total and Permanent Disability Insurance
Income Protection Insurance
Life Risk Products Used for Business Purposes
Developing a Life Risk Strategy
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