Hedging Market Volatility in Retirement Planning
Speakers: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF
Year: 2019
Body of Knowledge:
Accumulation Planning with Life Insurance,
Retirement Income Planning
Competence: Sales |
Level: Broad |
Session Rating: 4.81
This NED Talk focuses on how to use cash values to counter volatility and sequence of returns risk. Session takeaways:• Learn how to pair whole life insurance with other portfolio assets to hedge volatility risk in retirement planning• Discover how slow and steady can help you win the race, and how to communicate that to your clients• Understand the risks associated with the sequence of returns and how to protect your clients from them