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.