Creating the Sequence of Returns Conversation
We know that the Sequence of Returns can have a profound impact on the success or failure of a retirement income plan. But do your clients understand the concept?
Learn to show — quantitatively — the risk of going from a dream retirement to running out of money.
Watch as one of DMI’s experts presents our Sequence of Returns presentation. But don’t stop there. If you’re a DMI-Licensed Agent you also get:
- Customizable PowerPoint presentation for clients & prospects
- Video tutorial for best practices
- “It’s Never Time to Hibernate” customizable flyer
- Sequence of Returns calculator (coming soon!)
Get licensed with DMI today to gain access to all materials and support.