Getting Safely Through Retirement: Portfolio Management and Principal-Protected Products

Available Date

Thursday, February 20th, 2023: 2:00 PM Central
Cost Free
CPE Credits 2 Hour

Course Description:

We will cover the impact a dramatic market loss on your retirement portfolio could have and whether asset allocation alone is enough to protect your portfolio. We will discuss the principal protected products insurance companies offer and how they can help reduce the financial risks facing your retirement. Furthermore, we will end the webinar by discussing how the order you liquidate your retirement assets can have a dramatic impact on how long your money will last. 

Learning Objectives:

  • Understand the two types of investment risk 
  • Learn if “buy and hold” is an appropriate strategy for retirement 
  • Identify how annuities work and how the fixed indexed annuity is principal protected 
  • Recognize the three types of permanent insurance and the benefits of an indexed universal life policy 
  • Know how the order you liquidate your retirement assets will impact how long your money will last 


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      Feb 20 2023


      2:00 pm - 4:00 pm

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      Dave Hall


      Dave Hall
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