Finding The Right Mix Of Growth Potential And Protection

Helping clients strike the right balance between protection and risk will help them grow their retirement income despite what the market dictates. But clients may need your help to understand the different financial risk factors of their portfolio. 

Download this guide and client risk assessment calculator which you can use to help your clients understand their risks due to inflation, taxes, and market volatility and which investment decisions and products make the most sense for them. Topics discussed include:

  • Volatility: Are clients overexposed?
  • Protection: Will gains be overwhelmed by inflation or taxes?
  • How to balance financial protection with potential growth
  • A deep dive on the benefits of fixed index annuities


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