Investment returns are sometimes variable and unpredictable. When planning for income, the sequence of positive and negative annual returns can have an impact on how long a portfolio will last — particularly if the portfolio is in the distribution stage and a set amount is being withdrawn from the portfolio every year. Low or negative returns in the first few years of retirement can add to the possibility of portfolio ruin.
Join The Lafayette Life Insurance Company at 11:30AM EST on Tuesday, August 21, for an Advanced Markets presentation concerning how a strategy using whole life insurance may help to preserve assets.
Presented by Advanced Markets Assistant Vice President Michael Buckner, CLU, ChFC, RICP, CPC, QPA, QKA