Financial Advising to a Fictional Insurance Policy Holder Report
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Course: Advanced Financial Economics
Course description: This course provides basic tools to analyze financial decision
making under uncertainty. The focus is given to identification and measurement of
risk, hedging, and insurance. It covers insurance regulation, pricing, insurance
demand theory, and loss control as well as personal risk management issues.
Term paper: You will create an imaginary person (or future yourself), and you will
work as a personal financial counselor for the person. The final paper will be a
professional-quality report or a long brochure to your client. You must use tables
and figures effectively to show supporting evidence (data) of your
recommendations.
Format: Handwritten proposals/reports are not acceptable. Use 11pts font/2
line spacing. If you use MS Word, use the Calibri font. Do not include irrelevant
pictures to decorate the paper.
IMPORTANT: You must cite all references properly in the main text and attach
the list of references. Follow the APA citation format.
Proposal: You should submit a two-page proposal. On the first page, put the
title, name, email address, then describe the profile of the fictional person you
created. On the second page, state the financial problems that you are helping
with. Use tables or bullet points to present them clearly. You must list 3
problems to solve. Examples are personal/corporate tax problems, real estate,
small business financing, auto insurance, home owners/renters insurance, life
insurance, retirement planning, health insurance, and annuity, etc. State each
problem in detail relating it with the persons situation. The proposal will be
the cover page of the final report.
Final report:
Max 15 pages including tables and figures. Write a full report for the person
for the various financial needs you described in the proposal. For each financial
problem, your report must include (1) a table that describes the details of
possible solutions (could be 3 policies from 1 company or 3 policies from 3
companies) , (2) a table to compare several solutions for each financial
problem, and (3) a list of supporting arguments, tables, graphs for the best
solution you chose. (you could support your opinions using numbers, charts,
news, articles…)
The report should be based on associated data wherever possible. This may
require you to do some research into likely career and life paths of the fictional
character and related financial earnings and risk. The evaluation will assess
completeness of data, reasonableness of recommendations, effectiveness of
presentation, and professionalism of the final document. You may not use
financial planning software packages or commercially-marketed planning
software for your report. It needs to be your own unique document.
Submitting a report using a commercial product will render the project invalid.
The only imaginary thing in report is the person. You have to go to
companies websites to get codes of products/policies (rough codes are
enough because you are not giving a real SSN).
Purchase answer to see full
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Explanation & Answer:
15 pages
Tags:
insurance policy
financial problems
personal financial counseling
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