Timing is Everything

Sequence of Returns Risk


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.

🚀All attendees will receive client-approved, customizable marketing material 🚀 

Featured Presenter

Erick Lindewall, VP of Annuities, DMI

National Annuity Specialist

Erick Lindewall is an industry veteran with 30 years of experience, including over 20 years as an External Variable Annuity Wholesaler. He has worked with financial advisors in all major distribution channels. Erick’s been recognized as a sales and relationship management leader multiple times during his wholesaling career. Before beginning his wholesaling career, Erick was a financial advisor and sales manager. 

I believe the foundation of all successful business relationships is experience and trust. I understand what advisors need from the partners they choose to work with. Delivering superior service, creative business-building ideas, and honest, straightforward product positioning has been my guiding principle for my entire career.”

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Don’t miss your chance to protect against Sequence of Returns Risk. 

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What You'll Learn