Many retirees unknowingly rely on withdrawal rates that could put their lifetime income at risk. You can help them make informed decisions with tools designed to simplify and spotlight this often-overlooked challenge.
Preview What’s Included:
Animated Consumer Video
- FINRA-reviewed and client-ready — this short video brings Withdrawal Rate Risk to life in a way that’s easy to understand.
Digital Pitch Kit
- Get a first look at ready-to-use marketing assets — email graphics, social media posts, website banners, and virtual backgrounds built to drive conversations.
Eligible financial professionals can receive FULL ACCESS! Preview the tools now and see how you can stand out as a retirement income resource.
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Financial professionals should ensure they follow the applicable state regulations and current approval policies on the use of any advertising, third-party sales tools, or marketing materials of the carriers they represent and their broker-dealer and/or registered investment adviser, if applicable.
CSA250535-0626 For financial professional use only – not for use with the general public.
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