The current interest rate environment and market volatility could be weighing on your clients. We have a full suite of videos available to help you simplify these complex topics.
Use these videos to capture prospects and intrigue your existing clients. Plus, learn how you can get the videos branded with your logo.
Complete the form to watch each video and request your copy.
Market volatility has the greatest impact on the longevity of your portfolio and can lead to sequence of returns.
This video can help you educate clients on the risks of market volatility as they begin to take withdrawals.
Unless interest rates go down, your bond losses are only going to increase.
This video can help you educate clients on the risks to a standard bond portfolio in a rising interest rate environment.
Increased government spending may foreseeably lead to increased taxes in retirement.
This video will help you explain the importance of tax diversification and the impact of taxes in retirement.
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