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Help Clients Focus on What They Can Control

Sequence of Returns PDF

Use this PDF resource to explain sequence of returns risk and then show clients what they can do to help mitigate it.

Market fluctuations can be challenging for clients especially if they are ready to start drawing down their retirement assets.

This client-use resource helps explain sequence of returns risk and gives you the opportunity to help clients focus on what they can control –– where they allocate their retirement assets.

Another drop in the market is bound to happen again –– we just don’t know when. But you can:

  • Help your clients prevent the retirement asset drawdown mistake other retirees make
  • Show your clients why sequence of returns risk could cause more than a decade of lost income
  • Shift a client’s mindset on annuities
  • Share how the benefits of a fixed indexed annuity could help reduce the impact of another drop in the market

Do you agree –– there’s no better time than now to help clients understand sequence of returns risk?

Complete the form to get the Sequence of Returns PDF Resource.

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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.


This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client’s individual circumstances.

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

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