Are you aware of the impact that Sequence of Returns (SOR) Risk can have on your client’s retirement?
Early negative market returns can shorten the lifespan of your client’s retirement savings. Download our concise 5-page whitepaper to explore hypothetical scenarios and gain deeper insight into sequence of returns risk.
Plus learn how you can get access to these SOR tools!
- Sequence of Returns Risk Calculator – hypothetically illustrate the impact that sequence of returns risk can have on the client’s retirement, and highlight the need for alternative financial strategies, such as an annuity, to mitigate the risk
- Sequence of Returns Risk Animated Consumer Video
- Sequence of Returns Risk One-Pager
- Sequence of Returns Risk Digital Pitch Kit – includes Facebook graphic, email signature, web graphic, and email header graphic
Fill Out the Form to Download Now
Financial Professionals should follow the applicable state regulations and current approval policies of the carriers they represent and broker/dealer and/or registered investment adviser, if applicable, on the use of any advertising or consumer-facing materials. CSA250112-0226 This material is intended for insurance licensed financial professionals.
Complete Form
