Sequence of Returns Risk Client Resource
Your Natural Introduction to an Annuity Sale
Use this client resource to emphasize how another drop in the market could create sequence of returns risk and negatively impact how long your client’s retirement income will last. Then give them an option to help ensure their retirement lasts as long as possible.
Preview the full sequence of returns risk client resource to see how you can:
- Help your clients prevent the retirement asset drawdown mistake other pre-retirees make
- Show why sequence of returns risk could cause clients to lose more than a decade of income
- Put clients in the right mindset to hear about the benefits of a fixed indexed annuity
- Provide an option that could help reduce the impact of another drop in the market
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This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Partners Advantage – A Gallagher Company and their representatives do not give tax or legal advice.