Account Risk

Discuss the common characteristics associated with different account risk classes and allow the client to select their preferred risk allocation.

Note: You may collect preferences for the client and spouse individually by toggling between the two option buttons. Tracking individual preferences is optional.

When you look at your risk tolerance, how would you position yourself in these three areas - No/Low Risk, Moderate Risk, or High Risk. Let's enter your preferred percentage of each account type.

No math presented on this screen.