Creating the Sequence of Returns Conversation

With today’s market volatility and the Bear Market looming, watch Erick Lindewall, VP Sales at DMI, dive into Sequence of Returns Risk.

Clients approaching retirement in or near a bear market need to think about “Sequence of Returns” risk – or the risk of experiencing losses in their portfolio just as they retire.

Withdrawing money from a portfolio declining in value can dramatically impact its ability to last throughout retirement (this is especially true if your client is planning for a retirement horizon that could last decades).

Creating the Sequence of Returns Conversation Webinar