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Last updated 28 November, 2023

Available to all users with access to the Ready Review deck

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.

  1. Welcome slide

  2. Portfolio review

  3. Goals

  4. Current valuation

  5. Asset allocation

  6. Portfolio progress

  7. Current insurance

  8. How does each type of insurance protect my family and me?

  9. Risk profile

  10. Asset allocation comparison

  11. Investment recommendations

  12. Capital gains and losses

  13. Investment fees

  14. Portfolio projections

  15. Estate planning

  16. Next steps

  17. Thank you

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