Help Clients Protect And Grow Retirement Assets In Volatile Markets



Click Here For The Presentation Slides

October 18


2:00-3:00 pm ET


Complimentary Webcast



Sponsored by





Jonathan Coleman
Anne Kvanbeck

Kevin Macilvane
Divisional Sales Manager - Annuity

Joe Powell
   Director Annuity Business Development




When it comes to saving for retirement in volatile market conditions, clients face a tough question: Should I stay or should I go? Many investors shy away from investing when conditions are rocky. 


Performance usually lags behind the markets because investors think with their heart instead of their head. With most clients worried about volatility, it is important to help them protect and grow at the same time, but how?


This exclusive webcast will explore: 

  • How equities remain a critical component for retirement savings
  • Why protection is so critical
  • Today's strategies to help protect (and grow) your client's retirement assets
  • And new strategies for a well-diversified (and protected) portfolio


Attendees may submit questions before and during this live event.



Accepted for 1 CFP Board CE Credit and 1 hour of CE Credit toward CIMA/CIMC/CPWA designations

Presented by

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