R.O.I: What does it really mean?

The traditional view of investments is how high they perform for your money. ROI's technical definition is return on investment

Let's look at this concept in a different way. ROI could also stand for reliability of income. 

Part of my assessment of client needs for disability, life, or long term care insurance has to do with the guaranteed income which you may be entitled to.

Some examples include:

  • Social Security
  • Pension
  • 401 (k)s
  • IRA
  • Blue chip stock
  • Government Bonds

Everyone wants to "make the most" return on their investments. What people should really be concerned about is the reliability of current or future income of their assets. Please call me to discuss your own personal situation!