You will learn what Sequence of Return means to your investment portfolio and how it can affect how long your money may last in your retirement. While no one can try to time the stock market when it comes to investing, this serves as a reminder to limit/eliminate your investment's downside risk and diversify with Index Annuity to guarantee your lifetime income. Index Lock is also an important tool to have in your investment that you can capture the highest possible return and lock in that credit before the market drops...especially during volatile economic uncertainty time. (CC - view English subtitle)
Learn how negative return years in your retirement can greatly impact your income.
How long does your money really can last...
San Francisco Corporate:
1550 Noriega St. Suite 100, SF CA 94122
San Jose: (By Appointment)
4320 Stevens Creek Blvd. Suite 191
Fremont: (By Appointment)
42808 Christy St. Suite 112
Oakland: (By Appointment)
638 Webster St. Suite 420
Medicare Open Enrollment
Social Security & Retirement Planning Workshop