Advising clients who are approaching retirement requires different skills and products than those often offered to their younger counterparts. One wrong move during a client’s final years in the workforce could create major setbacks.
Get ideas for developing a winning game plan when you get to know Mike in our latest case study, Downside Protection — A Winning Play. You’ll likely recognize Mike’s predicament, and you’ll gain insight into how to help him overcome his fears about outliving his income stream.
Fill out the form to access the case study today, and learn new ways to help even the most risk-averse investor develop a strategy to feel confident as they cross the finish line into retirement and beyond.