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Hello I need help constructing a draft using the following information. If you can help I can attach the case notes used to base the insurance plan off of.
I. A.Identify risks to the clients for which they should have insurance coverage
B.Based on your identified risks, recommend general contract provisions the clients should include in their auto and home insurance policies.
C.Determine considerations the clients should make when selecting an insurance company with which they will work. Support your discussion with relevant principles of risk.
II.A.Determine the clients’ auto insurance needs
B.Discuss the ability of the clients’ current auto coverage to meet their insurance needs,
C.Determine the clients’ homeowners insurance needs
D.Discuss the ability of the clients’ current homeowners policy to meet their insurance needs,.
E. Describe the impact the purchase of a trampoline and a dog would have on the clients’ homeowners insurance, and make appropriate recommendations for additional riders the clients should consider.
III. A.Conduct a life insurance needs analysis for the clients using an appropriate needs analysis model.
B.Discuss the ability of the clients’ current life insurance policies to meet their coverage needs
C.Recommend appropriate changes for the clients regarding their life insurance based on your needs analysis.
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