Solving for Sequence of Returns – Outside of Annuities

outside the box

Advisors have been educated about the Sequence of Returns for years by legions of wholesalers passing through their offices, with different annuity products.

Common practice for many financial planners has been to place 30% of client assets into annuities for guaranteed growth of their income, before turning the annuity on for lifetime income.

But what about the other 70% of client portfolios?

Given near zero interest rates, and the prospects of a rising rate environment bonds do not offer the safety they did for the past 30 years. How can advisors solve for the Sequence of Returns, outside of annuities, for the majority of their clients assets?

To learn more, visit: http://www.ManagedVolatility.com
or Click the link to read the 1-Pager: Drawdowns & Withdrawals

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