PIA has created a Risk Analyzer that Members can use to find out which PIA Dimensions MFDA Portfolio℠ is the best one for any given prepaid funeral contract owner. Based on a few simple inputs by a Member, the analyzer assesses the risk profile of a contract owner. The resulting output generates a recommended PIA model portfolio specific to a contract owner. Members, of course, retain the right to accept or reject a recommended model portfolio, and select one that they believe is the most appropriate. PIA will formally introduce the Risk Analyzer at the annual conference in May and conduct training programs in each district in September/October.
Those Members who wish to get individual investment advice and assistance may email PIA at mfda@prudentllc.com, or call toll free: (866) 834-8180 , Monday-Friday, noon-8 pm EST.