The Risks of Your Client Retiring During a Down Market

Show your clients how to use a portion of their portfolio for growth potential without any worrisome market losses as they approach/enter retirement

In March 2020, the longest bull market run in recorded history came to an end leaving some investors worried for their retirement savings. Certain clients who planned to retire at that time found themselves delaying their retirement, waiting for the market to rebound before taking withdrawals.

Don’t let history repeat itself; consider taking steps to help protect a portion of your clients’ portfolios from any market declines while still giving them customized growth potential with a fixed index annuity. Get your step-by-step No Market Loss Playbook to get started.