Don’t Make Your Client’s Sell at a Loss

Presented by Gary Peterson

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? The attached analysis shows that could be a three million dollar decision.

Learn how strategic withdrawals and loans from an indexed life insurance policy can help your clients in the attached piece.

Smooth Sailing on Uncertain Waters

Posted in Life Insurance, Sales & Marketing.

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