due after 5 hours

This is a comprehensive risk management and insurance planning case study project. It should include the following sections

3 Percent Title Page

This includes a title, the author’s name, and date.

It should include the client’s name, author’s affiliation and the name of the sponsoring organization, if appropriate.

10 Percent Executive Summary/Client Action Plan

This belongs at the beginning of the paper.

It must be brief but complete.

It must include a summary of all major recommendations.

It does not include details.

It’s design is used by a busy client, accountant, or attorney who has no time to read the entire report.

10 Percent Introduction

What is the problem being addressed?

- Personal exposures identified.

What is the motivation behind the planning?

45 Percent Results of the Analysis

What methods were used to analyze the data?

- Appropriate recommendations made for how to handle the exposures based on frequency and severity of loss.

What assumptions were used in the analysis?

- Overview of personal insurance for clients. This includes everything on the syllabus.

Do the different analyses agree with the client’s wishes and conclusions? If not, which ones are different, and why?

· Business analysis. This includes topics discussed under business uses of Life Insurance.

· Explanation of ILIT choice or lack of choice.

Include the most informative information.

· THE MOST IMPORTANT PART OF THIS PROJECT IS EXPLAINING WHY YOU CHOSE TO MAKE THE RECOMMENDATIONS YOU DID.

· Be specific when you provide a recommendation. Clients care about solving problems and showing them the benefits, not just features for products and services.

15 Percent Conclusion

This section summarizes the conclusions of the plan, and discusses other issues that may need further information or evaluation.

5 Percent References

Use an acceptable style for stating the references you used.

- Make appropriate statements, leaving out material that should have been covered could cause a lawsuit will cause a major deduction. (-5 Pts per issue)

5 Percent Appendix

The appendix should contain any details that are too technical to put in the body of the paper, as well as graph that the reader may find interesting.

7 Percent Spelling, Grammar, and Punctuation

Point will be taken off for incorrect spelling, grammar, and punctuation.

Correct English is essential while overall composition and professional appearance count.