THE BLOK FINANCIAL

RETURN ON LIFE

EXPERIENCE

Create a Return on Life timeline

1.

ROL timeline | a chronological illustration of important milestones in your life

Have you discussed your life’s vision with your spouse or significant other?

Do you have a trusted advisor who understands your ROL timeline?

Have you attached real numbers to your ROL timeline?

Purpose-driven asset allocation

2.

Are your assets positioned to support your desired ROL?

 

Are you receiving adequate returns for the risk you’re taking?

 

Have you reviewed your monthly budget and anticipated sources of guaranteed and non-guaranteed after-tax income?

 

Are your assets titled properly with correctly named beneficiaries?

ROL protection plan

3.

Have you thought through life’s worst-case scenarios?

 

Do your assets, insurance policies, estate and business planning documents properly reflect your ROL Protection Plan?

Share your plan

4.

Does everyone important to you know their role in your ROL plan?

 

Have you considered asking your trusted advisor to facilitate a family meeting to discuss your ROL plan?

Manage the ROL plan

5.

Who do you trust to create and manage this plan, even when you’re not around anymore?