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Sequence of Returns Risk Webinar January 31, 2024
The majority of Americans (61%) say they are more afraid of running out of money than they are of death, according to the 2023 Annual Retirement Study.
Your clients near, or at, retirement need to consider incorporating risk mitigation strategies into their retirement income plan because withdrawing money from an underperforming portfolio can wreak havoc on a retirement.
Help clients incorporate long-term strategies to address sequence of returns risk to their retirement portfolio and avoid locking in underperformance.
Contact your DMI Sales Consultant to get started or if you have questions. Or contact Erick Lindewall, Vice President – Annuity, directly at 781.919.2351 / elindewall@dmi.com.
