MONEY Someone who has been pitched a financial product or investment and wants to summarise it clearly before seeking independent advice 123 words
Summarise a One-Sided Financial Argument Before Asking for a Second Opinion
Financial proposals are presented at their best, with the benefits prominent and the caveats buried. Before you ask someone you trust for a second opinion, the proposal needs to be stripped of its presentation and summarised neutrally. This produces that summary: the core proposition, the evidence behind the claimed benefits, the risks both stated and missing, and the two or three questions a neutral reader would immediately ask.
I have been presented with a financial proposal and I want to summarise it neutrally before seeking a second opinion. The proposal is: [paste the proposal or your description of it here] Help me produce a neutral summary that: 1. States the core proposition in one sentence, stripped of sales language 2. Lists the claimed benefits with the supporting evidence or assumption behind each 3. Lists the stated risks, and any risks that appear to be absent from the proposal despite being relevant 4. Identifies the two or three questions a neutral second party would immediately ask Do not evaluate whether the proposal is good or bad. The goal is a clean, honest summary I can hand to someone else for their opinion.
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