Timing Is Everything – Especially in Retirement

Is it possible to retire at the wrong time? Sequence of Returns Risk says yes — and the impact on retirement income can be significant. Early negative market returns can jeopardize how long your clients’ savings last.

Educate, Engage, and Empower Your Clients with two comprehensive tools designed to simplify and bring clarity to this important retirement risk:

  • Animated Consumer Video – A short, engaging, FINRA-reviewed animation that clearly explains Sequence of Returns Risk.
  • Digital Pitch Kit – Promote the conversation with ready-to-use email graphics, social ads, website images, and virtual backgrounds.

Take a closer look at these powerful tools today and discover how they can enhance your client conversations, bring clarity to complex retirement risks, and support more confident decision-making.

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CSA250407-0526 For financial professional use only – not for use with the general public.

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