Risk Flashcards
1
Q
Income oriented strategic A.A?
A
70-100% fixed income
2
Q
Growth Oriented Strategic AA?
A
70-100% equities
3
Q
Balances strategic A.A.?
A
40/60 to 60/40
4
Q
Disadvantage of tax advantaged investments?
A
Risky
5
Q
Acceptable net present value of an investment?
A
$0 or greater
6
Q
Does CIDC cover interest?
A
No, only principal
7
Q
Can creditors come after life insurance products (e.g., seg funds)?
A
Only if there is not a named beneficiary
8
Q
A
