Training events will occur 8:30 AM – 4:30 PM on Day 1 and
8:30 AM – 4:30 PM on Day 2

Day One

Course Objectives

General Information & Understanding Why the Client is There
Gathering Information
Investment Experience
Education on Investment Options & Associated Risks
Existing Relationships

The Money Cycle
Sequence of Returns Risk
The Bucket Plan Philosophy
Asset Sheet Questionnaire
Income Gap Assessment
Volatility Tolerance Analysis
Designing The Bucket Plan (no products) Based on Asset Sheet Summary
Designing The Bucket Plan (with products) Based on Volatility Tolerance
Investment Planning Statement

Day Two

How Different Investments Satisfy Needs in The Soon Bucket
The Importance of Diversification
Draw Down
Lifetime Income
Portfolio Income
Non-Income Accumulation Potential

How Different Investments Satisfy Needs in the Later Bucket
Growth
Lifetime Income
Healthcare/Confinement
Death Benefit

Case Study on How to Replenish Buckets Over Time

How to Use The Pyramid of Risk to Validate Your Recommendations
Ideal Client
Recommended Allocation Percentages
Before & After Plan Recommendations
Tools & Scripts To Use
Education vs. Validation

Course Summary, Review and FAQs

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