Training Videos

Life Bond Alternatives

Published on November 14, 2022


Watch this video that explains bond alternatives that address stock market concerns and the interest rate environment.


Taxes in Retirement

Watch this video that explains the impact of taxes in retirement and the important of tax diversification.

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Sequence of Returns Risk

In the few years prior to retirement and immediately after you start drawing down assets, market volatility – the ups and downs of your returns – has the greatest impact on the longevity of your portfolio. Understanding how market volatility leads to “sequence of returns risk” can help ensure your retirement income lasts as long as possible.

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