Download Slide

Subject: The greater an investments risk the higher the potential reward or return.

Uses: Many client’s retirement accounts are not properly diversified. They either have too much allocated to bank CDs or other “safe” investments or too much allocated to the stock market or other investments with greater “risk” of loss. This slide helps explain the connection between risk and reward. The slide can be used when explaining how products like fixed indexed annuities and indexed universal life and other “protected” investments might be positioned between safe and risk type investments.

Editable in PowerPoint: None of the text can be changed but the size of the image can be reduced, making room for the addition of text. The background color can be modified.