THE BLOK FINANCIAL
RETURN ON LIFE
Create a Return on Life timeline
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
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
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
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
Who do you trust to create and manage this plan, even when you’re not around anymore?