Retirement Time Horizon

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Presentation transcript:

Retirement Time Horizon “Hold faithfulness and sincerity as first principles.” Confucius  ASSESS Goals & Concerns Retirement Time Horizon Risk Tolerance ANALYZE Retirement Readiness Products Available Objectives Met ADVISE Guaranteed Insurance Solutions™ Care & Diligence Prudence Loyalty

“Advise” with Best Interest Impartial Conduct Standards Guaranteed Insurance Solutions™

ASSESSMENT Net Worth Goals & Concerns Retirement Time Horizon Risk Tolerance GIG™ Client Signature

RECOMMENDATION Product Information Carrier Information Commission Objectives Met Funding Source Client Signature

Carrier Product Specifications ADVISE No Misleading Statements Reasonable Compensation Conflicts of Interest Compensation Client Objectives Carrier Product Specifications

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