How Advisors are Generating More Income with Less
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Protect from Loss. Optimize Income.
Less risk and more gain don’t always go hand-in-hand. But a reliable stream of guaranteed income can allow clients to ride out market downturns and allow retirement assets to go further.
On April 20, we’ll use three recent case studies to look at how annuities help achieve common goals. You’ll walk away with practical techniques to help clients:
- Reduce the risk of running out of money
- Shield an investment portfolio from economic turmoil
- Show clients how they can retire earlier than expected
- Protect retirement income from long-term care expenses
Using our exclusive JourneyGuide software and Income Alpha approach, we’ll demonstrate why annuities allow a portfolio to generate more income while using fewer assets. Help your clients retire with confidence — register today!
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.