|
Basic |
Single |
Pre-retirement |
|
Post-retirement |
|
Lifetime |
Family |
|
Pre-retirement |
|
Post-retirement |
|
Lifetime |
| Advanced |
| Single |
Pre-retirement |
|
Post-retirement |
|
Lifetime |
|
Family |
|
Pre-retirement |
|
Post-retirement |
|
Lifetime |
| Expert |
| Single |
Pre-retirement |
|
Post-retirement |
|
Lifetime |
|
Family |
|
Pre-retirement |
|
Post-retirement |
|
Lifetime |
Client:
Single | |
Phase:
Post-retirement | |
Level:
Basic | |
- You are preparing a retirement project for an individual person (client),
- Client has already retired,
- Client wants to keep everything as simple as possible by using the default asset allocation.