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SECTION III: INVESTMENT PRINCIPLES
Action Assignment

This section covered investment principles to give you a basic understanding of common investment terminology that you need to know as you enter the world of securities. Take a few minutes and answer the questions on this Action Assignment to confirm that you have a good understanding of the key investment principles that were presented.

  1. The process of reducing risk by spreading investments between various asset classes such as stocks, bonds and cash is known as:

    1. Diversification
      2.
    2. Dollar Cost Averaging
      3.
    3. Asset Allocation
      4.
    4. Market Volatility

  2. A person's ability to tolerate short-term declines in the value of their investments based on their personal investment time horizon is known as their:

    1. Investment Risk
      2.
    2. Investment Reward
      3.
    3. Suitability
      4.
    4. Risk Tolerance

  3. In general, what is the potential risk versus return an individual stock would have considering the Risk/Return Triangle?

    1. Low Risk/High Return
      2.
    2. High Risk/Low Return
      3.
    3. High Risk/High Return
      4.
    4. Low Risk/Low Return

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.

Unit XII: Securities & Variable Products
Section III Action Assignment Satisfactorily Completed

DATE: __________

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General Agent/Trainer:
Sales Associate:
Firm (Print):


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