Need help explaining the potential cost of liquidity to your clients? Our “Potential Cost of Liquidity” consumer flyer provides the clarity you need to:
- Illuminate liquidity costs: Help clients understand the hidden expenses associated with maintaining liquidity
- Foster informed discussions: Use data-driven insights to drive more meaningful conversations
- Deepen client relationships: Provide transparency and clarity that builds trust and confidence
Leverage this resource to differentiate your practice and demonstrate your commitment to delivering retirement income planning.
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And disclosures:
This is a hypothetical example for illustrative purposes only and is not intended to project the performance of any specific investment or an index.
Fixed index annuities are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Withdrawals are subject to ordinary income tax and, if taken prior to 59½, a 10% federal tax penalty. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
CSA250909-1026 This offer is intended for use by insurance-licensed financial professionals.
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