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Client Video Library

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.


Retirement Risks Video


Your clients may want to explore insurance options that can safeguard their retirement income.

This video can help you be seen as an authority on retirement income strategies.

Sequence of Returns Risk Video

sequence of returns graph

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.

Bond Alternatives Video

bond alternatives graph

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.

Taxes in Retirement Video

taxes in retirement graph

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.


Watch the Client Videos

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