Risk Mgmt and Insurance Plan
3-2 Final Project Milestone One: Draft of General Contract Provisions, Personal Liability, and Life Insurance Plans Instructions
Milestone One will introduce you to the Smith family, a couple who have come to you as their financial planner to review their insurance. You will provide recommendations regarding general contract revisions, personal liability insurance, and life insurance.
John and Jenny Smith have requested your help in evaluating both their insurance needs and the insurance coverage they already have. Review the case notes and background of your new clients, and address the assigned critical elements regarding principles of risk and general contract revisions, life insurance, and personal liability insurance.
Responses should be thoughtful, professional, and include detailed recommendations that you would make to John and Jenny based upon your findings and analysis of their situation.
To complete this assignment, review the Milestone One Guidelines and Rubric document.