Give Clients Guaranteed Income in a Post-DOL World

Give Clients Guaranteed Income in a Post-DOL World

For a shocking number of retail investors, the ability to lock in basic cash flow expectations outweighs the imperative to chase additional upside. Planning gurus reveal how advisors with the right processes can deliver 100% confidence and still keep the compliance department happy.
The stock market is one of the best wealth creation engines in human history, but the long-term returns naturally carry a relatively high level of year-to-year risk. Even people who understand the statistics feel the instinctive nervous response when the numbers they rely on to pay the bills lurch in the wrong direction.

While that lurch is a fact of life for every investor, it’s still an emotional drain, especially as the household makes the transition from accumulation to drawing down the assets for current income.

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