Prepare
a report
for a client on how to invest in
a universal life side fund
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Would you like to produce a report that describes
various investment options? |
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Fixed income |
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Daily Interest |
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Guaranteed Interest
Compound
Simple |
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Equity |
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Stock Index |
Select
stock index:
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Total return index |
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Bonds |
Select
bond index:
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What
information would you like to include?
(Note: the scripted version
of the Insurance Investment Tracker will populate
this list box with options appropriate to selections
made above) |
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Would you like to produce a report on the returns
of various investment options? |
| Fixed
income |
Daily Interest |
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Guaranteed Interest
Compound
Simple |
| Equity |
Stock Index
To select multiple indices, hold
down the Ctrl key while selecting each index |
|
| |
Total return index
To select multiple indices, hold
down the Ctrl key while selecting each index |
|
| Bonds |
Bonds
To select multiple indices, hold
down the Ctrl key while selecting each index |
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| On
what basis should the returns of the selected
investment options be compared? |
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By time period |
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By Volatility (determine method) |
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By Guarantees (fixed income only) |
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By GOCB history (fixed income only) |
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By Company History |
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With Investment Charges? (Equities
& Bonds) |
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Without Investment Charges? (Equities
& Bonds) |
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Would you like to produce a report featuring a
side fund illustration? Please select your options,
and on what basis the option should be applied. |
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Historical Basis: Fixed Income Return |
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Daily Interest |
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Guaranteed Interest
Compound
Simple |
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Historical Basis - Equity Index |
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Select an index, or combination of indices, at
right. To select multiple indices, hold down the
Ctrl key while selecting each index. |
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Historical Basis - Bond Index |
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Select an index, or combination of indices, at
right. To select multiple indices, hold down the
Ctrl key while selecting each index. |
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| Please
select the company from whom you would like a
side fund illustration produced, and the appropriate
investment option |
| |
(Note:
the scripted version of the Insurance Investment
Tracker will populate the drop list at right with
options appropriate to selections made above)
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| On
what basis should the bonus be applied? |
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Optimum basis
Minimum basis |
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