Sequence of Returns Risk Webinar Tutorial
I’m Erick Lindewall, VP Annuity Sales at DMI. https://dmi.com/erick-lindewall-team/
As we go through this presentation, think about how you might want to share your story with the clients that you're showing this presentation to.
I believe that the important points are as follows:
• Help clients understand that the mindset they have during the accumulation phase doesn’t work for the distribution phase. The rules change.
• When you go from Portfolio A to Portfolio B in the accumulation phase and then the same portfolios in the distribution phase, really spend time helping clients understand that these are the same clients doing the same exact thing — but experiencing very different results in retirement.
• The difference between Portfolio A and Portfolio B is distribution and luck. Whether they were lucky enough to retire in the midst of an upmarket or unlucky enough to retire in the midst of a down market.
This presentation should take 5 or 10 minutes to walk your client through it and start creating a conversation and awareness so they recognize that planning is vitally important.
At DMI we believe this is one of the most important things you could be discussing with your clients. Our entire team is ready and willing to work with you to help you make this presentation your own.
Put your spin on it and inject your stories from your own experiences working with clients that may have experienced an impact from sequence of return risk.
Help clients recognize the sequence of return risk because nobody solves a problem that they don't know exists.
Once a client understands the risk and acknowledges it, they’re much more apt to be motivated to take some steps to mitigate the risk.
At the end of the day, that's what we're trying to do... to help you help your clients make smart decisions that lead to better results.
As we go through this presentation, think about how you might want to share your story with the clients that you're showing this presentation to.
I believe that the important points are as follows:
• Help clients understand that the mindset they have during the accumulation phase doesn’t work for the distribution phase. The rules change.
• When you go from Portfolio A to Portfolio B in the accumulation phase and then the same portfolios in the distribution phase, really spend time helping clients understand that these are the same clients doing the same exact thing — but experiencing very different results in retirement.
• The difference between Portfolio A and Portfolio B is distribution and luck. Whether they were lucky enough to retire in the midst of an upmarket or unlucky enough to retire in the midst of a down market.
This presentation should take 5 or 10 minutes to walk your client through it and start creating a conversation and awareness so they recognize that planning is vitally important.
At DMI we believe this is one of the most important things you could be discussing with your clients. Our entire team is ready and willing to work with you to help you make this presentation your own.
Put your spin on it and inject your stories from your own experiences working with clients that may have experienced an impact from sequence of return risk.
Help clients recognize the sequence of return risk because nobody solves a problem that they don't know exists.
Once a client understands the risk and acknowledges it, they’re much more apt to be motivated to take some steps to mitigate the risk.
At the end of the day, that's what we're trying to do... to help you help your clients make smart decisions that lead to better results.