Question

What is the first step in investment planning after defining investment parameters?

a.

Allocating assets based on risk taking appetite

b.

Selecting appropriate investment vehicles

c.

Estimating the return on investment

d.

Assessing liquidity needs

Posted under IC38 Life Insurance Agent Exam

Answer: (b).Selecting appropriate investment vehicles Explanation:After defining investment parameters, the next step in investment planning is the selection of appropriate investment vehicles based on those parameters.

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Q. What is the first step in investment planning after defining investment parameters?
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