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    Top 10 Most-Read Blog Posts of 2020

    Posted by Lori Fogle on Wed, Dec 30, 2020 @ 12:00 PM

    Well, it’s been quite a year, hasn’t it?

    It feels like the rug was pulled out from under us.

    But hopefully there were still some positives to come out of 2020 for you.

    One being that you realize the significance of what you do every day. Planning for the unexpected and the protection products you help put in front of clients has never been more important. YOU and the work you do has never been more important.

    For us, continuing to provide helpful content was just a small part of the service we hope we delivered to you this year.

    Although we are anxiously looking forward to 2021 and everything we have planned to help you make it your best year yet, we like to take time to reflect on how we did.

    And look back at what content resonated most with you.

    To that end, we’ve compiled a list of the Top 10 Most-Read Posts of the Year. Did you miss any these? You can check them out below:

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    Tags: IUL (indexed universal life insurance), Social Security, Roth IRA, volatility control index, Roth Conversions, sequence of returns risk

    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.