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Investment Proposal

  • Investor profiling questionnaire
  • Asset allocation risk and return statistics
  • Investment selection
  • Proposed portfolio analytics
    • Historical growth chart
    • Compound annual rates of return
    • Calendar year returns
    • Standard deviation
    • Correlation

Robust life insurance needs analysis considers:

  • Multiple income replacement periods
  • Estate considerations
  • Assets that can be liquidated and liabilities that may already be insured
  • In-force policies