Bond Alternatives Educational Video for Clients

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.

For Financial Professional use only. Not for use with the public.

Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing piece in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.

This content is for informational and educational purposes, 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 engages in (or refrains from) a particular course of action.

Partners Advantage – A Gallagher Company and their representatives do not give tax or legal advice.

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Bond Alternatives Educational Video for Clients

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