This assignment consists of two parts. Please present your work in two separate documents.
Assignments in hard copy are to be handed in to Ms.Rebecca Bonnici, Administrator, Insurance Department by not later than Friday 19th May 2017 at the close of business. Late submissions will have marks deducted pro rata.
You are an Independent Financial Adviser assisting solicitors’ clients.
You are asked to provide advice in connection with two types of clients:
Identify areas where advisers and solicitors can work together, in the best interests of their clients. A number of key considerations and services must be put forward to ensure the “client” is well served with financial products, financial advice and planning solutions which, in tandem with professional advice from solicitors in related legal issues, can serve the client to meet various life and elderly related challenges.
As regards the young couples, please design a financial plan to meet their priority needs.
As regards the Empty Nesters you must focus on Portfolio Asset Allocation and also critical financial planning services relating to:
You are expected to describe in detail the plans you recommend with names of actual securities/products where possible.
a) the pension plan of a young, fast-growing consumer products company; and
b) the modest life insurance proceeds received by a 60-year-old widow with two grown children.
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