Investment Temperment Questionnaire

SLF (NYSE) 27.25 +0.12

as of 11/20/2009 4:02 PM

Insurance Marketplace Standards Association

What kind of an investor are you?
The following statements have been designed to assist you in determining the investment mix that is best suited to your needs. Following each statement, select the answer that best reflects your situation. When you've responded to all ten statements, press submit and we'll tell you what type of investor you are.

1. In _____ years, I plan to retire and draw on my retirement savings.
More than 20 More than 10 More than 5 Less than 5

2. I have sufficient savings to cover unforeseen expenses, such as a large purchase or a period of unemployment.
Strongly Agree Agree Disagree Strongly Disagree

3. If my investments suffer short term decreases in value, but the long term forecast is positive, I am able to resist the desire to sell.
Strongly Agree Agree Disagree Strongly Disagree

4. My preferred investment would provide a high return over the long-term with low risk.
Strongly Agree Agree Disagree Strongly Disagree

5. Ensuring that my investments outperform inflation is my primary goal.
Strongly Agree Agree Disagree Strongly Disagree

6. To receive a return that is above average, I am willing to assume the risk of investing in stocks and securities, which have traditionally been more volatile.
Strongly Agree Agree Disagree Strongly Disagree

7. The primary reason for my investing is retirement savings, not to provide current income or other short term goals.
Strongly Agree Agree Disagree Strongly Disagree

8. Sharp declines in the value of an investment do not concern me.
Strongly Agree Agree Disagree Strongly Disagree

9. I understand that my investments may take 10 years to achieve the returns I desire.
Strongly Agree Agree Disagree Strongly Disagree

10. I consider myself to be well informed about the benefits and risks of investing in stocks and securities.
Strongly Agree Agree Disagree Strongly Disagree

IMPORTANT LEGAL INFORMATION: This is an educational tool designed to provide you with feedback based on the information that you input and is not intended as investment advice. This is not a recommendation to buy or sell any particular product or security or a definitive answer to your personal financial situation. For a thorough analysis of your financial situation, please contact your financial adviser.