Aug 16, 2019
Mark, Will, and Paul discuss a recent article on ThinkAdvisor written by Elle Switzer of CUNA Mutual. Elle explores how early withdrawals can amplify the sequence of return risk. Our team talks about the best ways to explain sequence of return risk with clients. They also discuss strategies to mitigate the risk in the critical few years leading to retirement.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.