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My Risk Document for clients

Discussion in 'General Investing Discussion' started by Iaminsydney, 22nd Jan, 2009.

  1. Iaminsydney

    Iaminsydney Member

    22nd Jan, 2009
    Dear George

    You and I have similar purposes in this world - it’s your job to provide food, clothing,
    shelter, schooling and many other things for your loved ones; you do this while I live in your
    filing box.

    I have faith and trust in you. Out of your earnings will come the cost of my upkeep. At
    times I may appear to be worthless to you, but someday (and who knows when), you and I
    may change places.

    If you were to die, I will come alive and do your job. I will provide the food, clothing,
    shelter, schooling, and other things your family will continue to need - just as you are doing

    Through me, your hands will carry on.

    Whenever you feel the price you are paying for my upkeep is a burden, remember that I will
    do more for you and your family than you can ever do for me.

    George, if you do your part, I will do mine.

    Yours sincerely

    Your Policy

    P.S. If you ever need any clarification of my purpose, then please contact your financial adviser