PORTFOLIO MANAGEMENT
Objectives and Risk Level
The first step in the life insurance portfolio management process is to understand our client's investment
objectives and risk tolerance levels.
Is principal protection the primary objective?
Is income or cash flow needed on a consistent basis?
Is greater long-term growth worth the risk of market uncertainties?
Is this a buy and hold through maturity strategy or a buy and trade strategy? In other words, what is your
time horizon?

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