MARKET RISK CONTROL

Finding your clients’ balance between risk and reward

Investors approaching retirement often grow fearful about market volatility and turn to the relative security (and potentially modest returns) of fixed-income investments. That decision can help protect clients against the ups and downs of the stock market, but they lose diversification and the ability to move off the sidelines and experience the upside potential of the market.

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We have an approach to risk management that allows you to introduce clients to new opportunities in diversified investing.

LONGEVITY RISK CONTROL

Help your clients live the worry-free retirement they envisioned

Some of your clients can find managing money in retirement stressful, largely because the flow of regular paychecks stops. Help them address their concerns with guaranteed income streams, personalized payment options and custom benefits available through income annuities.

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