Insurance Advising – Theory and Practice - Insurance Assignment Help

Assignment Task

Background
The assignment is based on a client, Claire Reagan who has booked an appointment with JTK Financial Services and seeks financial advice. Claire’s date of birth is 21 May, 1976. She is an art teacher, single and has a teenage daughter, Hannah. [Note: During the interview, the client was handed FSG version 01/07/21 with their Adviser Profile version Dec 20. The interview occurred 3rd September, 2021].
You are provided with:
1. A recording of a role play demonstrating the initial client interview between new client, Claire Reagan and adviser Julie Knutsen.
2. A blank ‘comprehensive’ file note template
3. A blank risk profile template used in the client interview
4. A memo from Claire Reagan with additional information and completed the day after the client interview.
5. Insurance Needs Analysis excel calculator
Note: The file note template has been customised for this unit to help you build good advisor habits. However, you may modify the template to suit your style of communication and/or your perspective on what you believe is important to demonstrate your best interest obligations.

Aim of the Assignment
The aim of the assignment is twofold. Firstly, to assess your ability to work cohesively as a group. Secondly, to enable you to demonstrate your understanding of important elements of the regulatory obligations of financial advisers. In addition, you will apply the regulations to written and oral communication exercise akin to real-world personal and insurance advice.

Task Requirements
You are required to:
1. Listen to the Client Interview recording [approximately 45 minutes]
2. Review the additional information provided in a memo from the client, Claire Reagan [Appendix 3].
3. As an individual, you will prepare a comprehensive file note using the template to guide the completion your group submission. 

This Insurance Assignment has been solved by our Insurance experts at My Uni Paper. Our Assignment Writing Experts are efficient to provide a fresh solution to this question. We are serving more than 10000+ Students in Australia, UK & US by helping them to score HD in their academics. Our Experts are well trained to follow all marking rubrics & referencing style.
Be it a used or new solution, the quality of the work submitted by our assignment experts remains unhampered. You may continue to expect the same or even better quality with the used and new assignment solution files respectively. There’s one thing to be noticed that you could choose one between the two and acquire an HD either way. You could choose a new assignment solution file to get yourself an exclusive, plagiarism (with free Turnitin file), expert quality assignment or order an old solution file that was considered worthy of the highest distinction.