I am NOT comfortable with potential LOSS of my PRINCIPAL due to market downturns, however, I would be comfortable with
the ability to achieve some growth.
I am comfortable with potential LOSS of my PRINCIPAL in an exchange for the opportunity to achieve higher growth and the
potential for greater returns.
I wish to preserve and protect my principal from market downturns.
I am seeking a stable, consistent rate of return over a specified duration.
I am seeking a higher rate of return, regardless of the risk of losing my principal.
Accumulation of Asset
Income – Access to lifetime income or guaranteed payment of income.
Death Benefit – Leave money to beneficiaries.
If you selected “Accumulation of Asset”, please mark one of the following responses indicated below:
I am seeking returns based on a fixed interest rate and returns are not linked to an index.
I am seeking returns linked to the performance of one or more indexes.
If you selected “Income”, please indicate the anticipated horizon for accessing income: