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    Sequence of Returns Risk Simplified for Your Clients

    Posted by Lori Fogle on Wed, Oct 21, 2020 @ 12:00 PM

    It’s unfortunate, but today, your clients may be well-positioned with enough retirement assets to last 30+ years. While tomorrow, a drop in the market could mean their retirement assets may be drastically reduced due to sequence of returns.

    From economic uncertainty, to recent drops in the market, to the impending election, and ongoing concerns around COVID,  a perfect storm could be brewing... are your clients prepared?

    Keep reading for a simple way to explain one of the biggest risks to the longevity of a client's portfolio. Plus, how to help them prepare for and mitigate it.

    [Client-Use Resource Included]

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    Tags: annuity, retirement strategies, sequence of returns risk

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    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.