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MARKET RISK MITIGATION STRATEGY

3 Worlds of Investments Allocation Calculator

Client's Name(s): Age (Use the oldest person's age if a couple): Total Investments ($): Monthly Living Expenses ($): Current Allocation in World of Protection ($):

Includes CDs, High Yield Savings, Fixed Annuities, Whole Life Insurance.

Current Allocation in Hybrid World ($):

Includes Index Annuities and Indexed Linked Cash Value Life Insurance (IUL).

Current Allocation in World of Potential ($):

Includes investments that can fluctuate in value such as Stocks, Mutual Funds, ETFs, Variable Life Insurance, etc.

Financial Disclaimer

The calculators and tools provided on this website are for general informational and educational purposes only. They are not intended to replace the personalized advice or services of a licensed financial professional. While every effort is made to ensure the accuracy of the results, these calculators are based on hypothetical inputs and assumptions which may not reflect your specific financial situation.

By using these calculators, you acknowledge and agree that no warranties or guarantees are expressed or implied regarding the outcomes generated. Actual financial decisions should always be made in consultation with qualified professionals, taking into account your unique circumstances, goals, and needs. We assume no responsibility for any financial outcomes resulting from the use of these tools.