You probably understand the effect of rising interest rates on bond returns and how that would impact clients at or near retirement—especially when inflation is high—but do have an effective way of explaining it to them?
This video can help you educate clients on the risks to a standard bond portfolio in a rising interest rate environment. Plus, it directs them to contact their financial professional (you) to determine whether repositioning a portion of their assets into insurance products designed to mitigate this risk would be appropriate for them.
Complete the form to watch the video and find out how to use it to be seen as an authority on retirement income strategies.
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