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Note: This page lists the built-in slides provided as part of the Ready Review content deck. If your dealer group, site or practice have added their own content, you may see more slides by default than those listed here. |
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Welcome slide
Portfolio review
Goals
Current valuation
Asset allocation
Portfolio progress
Current insurance
How does each type of insurance protect my family and me?
Risk profile
Asset allocation comparison
Investment recommendations
Capital gains and losses
Investment fees
Portfolio projections
Estate planning
Next steps
Thank you
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