Helping Clients Cope with Market Volatility
Published on
October 28, 2021
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Financial Professionals often refer to the average rate of return of investment portfolios as a static or level number - but that does not tell the whole story because of the market’s inherent ups and downs. Research shows the timing and order of those returns can have significant effects on the total return of the portfolio. Understanding this so called “Sequence of Returns” can help these Financial Professionals recognize the importance of repositioning their clients’ investment portfolios for a favorable retirement income strategy in the future.
In this newsletter, we offer some tools for helping your clients better understand this important financial concept. Please reach out to your GBS brokerage manager for specific annuity or life insurance solutions for your individual clients' unique needs.
Both cash value life insurance and annuities can help limit challenging market exposure with guaranteed benefits and features designed to protect your client’s retirement income strategies and keep them on track to match their expectations.
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Sequence of Returns Risk Video
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We at GBS Insurance thank you again for your business. For more information or insurance quote requests, please contact your brokerage manager or give us a call at (800) 473-5966
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For agent use only - not for use with the general public.
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GBS Insurance and Financial Services, Inc. do not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
© 2021 Arthur J. Gallagher & Co.
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