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Starting the Conversation About Risks in Retirement with Risk Representation

Host/Speakers:

  • Bernie Casey, Business Development Annuity Wholesaler, Crump
  • Sean Shotzberger, National IMO-BGA Sales Director, Symetra

Balancing client emotions with sound money management principles can present significant challenges for your practice. Join Bernie Casey, business development wholesaler, Crump, and Sean Shotzberger, national sales director, Symetra, to learn more about resources that can help you have deeper conversations with clients about investment risks and other factors when planning for retirement. During this call, we will also explore the following:
  • What is the biggest concern you need to address with clients today?
  • Are the economy or geopolitical events causing clients’ concerns about their equity investments?
  • Is the traditional 60/40 portfolio mix still working for clients in today’s fixed income markets against rising inflation?
  • Are your clients worried about outliving their assets in a retirement spanning 20 or even 30 years?
 
Let’s work together to remove obstacles and reveal client opportunities!

Reserve your spot today!

0722 SOLC22-11089-A   0723

All guarantees subject to the claims-paying ability of the issuing carrier.

For Financial Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.  

Copyright © 2022 Crump Life Insurance Services Inc.