Page 12 - 2020 PSK Portfolio - Client Name

Goals we’re helping you to achieve

As per your Statement of Advice dated XXX

(Should come though coded, if not ADD to xplan. Goals from SOA)

Areas of advice Goals Priority

Retirement / Investment / XXX High / Medium / Low
Social Security
<:else:>

<:for item in $client.income.filter('implement_now=Yes').filter('priority=High'):>

Investment <:=item.desc:> <:=item.priority:>
<:end:>
<:for item in $client.insurance_goals.filter('implement_now=1').filter('priority=High'):>

Insurance <:=item.description:> <:=item.priority:>

<:end:>
<:for item in $client.retirement_goals.filter('implement_now=1').filter('priority=High'):>

Retirement <:=item.description:> <:=item.priority:>

<:end:>

<:for item in $client.other_goals.filter('implement_now=Yes').filter('priority=High'):>
Other <:=item.description:> <:=item.priority:>

<:end:>
<:for item in $client.income.filter('implement_now=Yes').filter('priority=Low'):>

Investment <:=item.desc:> <:=item.priority:>

<:end:>
<:for item in $client.insurance_goals.filter('implement_now=1').filter('priority=Low'):>

Insurance <:=item.description:> <:=item.priority:>

<:end:>
<:for item in $client.retirement_goals.filter('implement_now=1').filter('priority=Low'):>

Retirement <:=item.description:> <:=item.priority:>

<:end:>
<:for item in $client.other_goals.filter('implement_now=Yes').filter('priority=Low'):>

Other <:=item.description:> <:=item.priority:>
<:end:>

<:end:>