As per tne course Home. Part ts requrres you to suomrt your run one note [strategy paperj wmcn includes; an overview of the interview with Jonathon. including his current situation. goals and objectives and any issues raised. and then based on this information. your strategic recommendations that address how he should achieve his goals. These recommendations should include wealth creation {both inside and outside of superannuation]. wealth protection (life insurance and health insurance only). estate planning and lifestyle recommendations. This is worth EDGE. of your final grade. For Part B: - Your submission must be prepared using the Part 3 template provided on L@G; - Your submission is a strategy document only. as such you are MDT required to price any actual quotes. premiums or recommend specific investmentfsuperannuation products other than what is provided; - As illustrated in the template. please bullet point your responses. Please start a new bullet point for each separate point you make. - There is no word limit for Part B. As a guide. your submission should be roughly 2.5013 to 3.t]l] words. It you exceed the word limit due to a detailed explanations for each section. please be aware your aim is to achieve effective writing for the client. The explanations need to be clear. concise and easy for the client to understand the information. Bullet points in certain areas are appropriate. for example the goals. However. please remember it is W! Information provided that is not requested or no relevance to the assignment will not be marked. - A reminder that as part of your Part B submission you are required to igclude recommendations on the wealth creation. superannuation. insurance and estate planning [in relation to superannuation and insurance only]. and lifestyle objectives that you submitted for Part A. As discussed. you can choose to update I change any recommendations made for these sections for Part B and there is W associated with this section for Part E. - Please refer to the detaited le note instructions below which sets out what you need to cover for each section in detail. - Please also ensure you refer to the Appendices at the end of this document. Appendix 1 contains information about the future value calculations required {including the rates and fees you must use} and Appendix 2 contains answers to frequently asked questions for Part E. I Finally. please ensure you have reviewed the Part BWand the Part E checklist on L@G as well. Individual or joint submission As with Part A. students may complete Part E individually or with another student. Please refer to the file 'full instructions and interview transcript' for further details. For Part B submissions. we will roll over the groups used in Part A. That is. if you submitted jointly for Part A. then you will automatically be able to access the joint submission point for Part B. If you previously submitted the assignment as a group. and now want to work individually. please simply submit Part B to the individual submission point