Don’t Make Your Clients Sell at a Loss

Presented by Brian Leising

Managing the effects of financial market fluctuations is a critical element in retirement planning.  If retirees receive plan distributions in a stable or rising market, they have the potential to preserve or grow their retirement assets.  If these clients take distributions in a declining market, they are often drawing down and selling into losses.  What if they did not have to sell at a loss but had an alternative fund to draw from in those down years?  This could be a three million dollar decision.

I explain how in this quick video.

Posted in Life Insurance and tagged , , , , , , , , .