The Critical 10

The decade prior to retirement creates a unique set of challenges for investors, how can these critical 10 years be planned for effectively? Download our consumer-approved brochure for more.

In the Critical 10 whitepaper, we discuss how taking losses in the final years of retirement saving can greatly alter retirement income plans. Risks such as market corrections, longevity, investor behavior and portfolio allocation are all amplified during the final years of saving. Use this consumer approved tool with your clients to help demonstrate the risks and look at options to create guarantees in any retirement plan. 

To speak to a member of our wholesaling team about this tool or to get started with this strategy click here or call 877-595-9325