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The Sequence of Returns Does It Really Matter in Retirement?

The Sequence of Returns Does It Really Matter in Retirement?

Markets fluctuate from year to year, but the effect they have on a portfolio varies widely in the accumulation and distribution phases of retirement planning. If retirees receive distributions in a stable or rising market, they can still preserve or grow those assets. When they receive distributions in a declining market, they are selling into a loss.
What if they could access an alternative fund in those down years?
The sequence of returns matters most in the distribution phase of retirement. Access to a non-correlated side account can make a huge difference when a person is no longer forced to sell at a loss. In fact, this could be a $3,000,000 decision!
Join me for the webinar to learn how you can help your clients optimize their retirement income strategy with one simple addition.
Stacking Strategies with Asset Care
The BIG 3 Advantages of IUL

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