...
| Info |
|---|
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. |
...
...
| Child pages (Children Display) |
|---|
...
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
|