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Pyramid of Investments An investment program should be built like a pyramid - with a strong, broad base. The diagram below illustrates a typical investment pyramid. Art Metals Higher Potential Risk Gem Stones Higher Potential Reward Options Commodities Exploration Venture Capital Speculative Equity Partnerships Investment Real Estate Growth Stocks and Mutual Funds Variable Life Ins. and Annuities Growth Sale of Covered Options Conservative Equities (Utility Stocks, Convertible Bonds, Balanced Funds) Residence GNMA Retirement Plans Corporate Bonds Municipal Bonds U.S. Govt. Notes and Bonds Secure Savings T-Bills Fixed Equity Index Annuities Fixed Annuities Money Market Funds/Accounts Traditional Life Insurance (Cash Values) Foundation Lower Potential Risk Lower Potential Reward Note: This pyramid is intended solely to illustrate a concept; it is not a promise of investment performance. Investors may differ on the risk level to which a particular asset is assigned. Before making any investment in mutual funds or variable annuities, you should be sure to read the appropriate prospectus or offering documents for a complete discussion of the fees and risks involved. Page 1
"Pyramid of Investments"