This is a preview of your video. Customize your viewer experience and add your own logo and branding.
Customize your theme
Upgrade to add your own logo
'Income Summit' Session 2: CHALLENGE
Income Summit Session 2: The Challenge Watch Andy Robertson walk you through the challenges of Retirement Income Planning including: • Sequence of Returns • Dollar Cost Ravaging • Arithmetic of Loss • Asset Optimization
************************* Welcome to OCS training for Income Planning: Opportunity, Challenge, & Solution.
The financial planning world is going through radical changes today. Changes where those who specialize in areas like retirement income planning will truly set themselves apart from their generalist counterparts.
Get the training you need to evolve before you become extinct.
Contact your DMI Sales Consultant to get started or if you have questions. Or contact Derek Easdon, Vice President – Annuity Sales, directly at 781.919.2344 / deasdon@dmi.com.
