Portfolio Management and Principal Protected Products – Getting Safely Through Retirement

Available Date

Thursday, March 23rd, 2023: 2:00 PM Central
Cost Free
CPE Credits 2 Hours

Course Description

If you want your money to last as long as you do you need to invest it in a way that allows this to happen.  In this webinar we will cover the impact a dramatic market loss could have on your retirement portfolio and whether asset allocation alone is enough to protect your portfolio.  We will discuss the two types of investment risk your assets will face in retirement.  We will introduce two principal protected products insurance companies offer and cover how these products can help reduce the financial risks facing your retirement.

Learning Objectives:

    • Understand the two types of investment risk
    • Learn whether “asset allocation” alone is enough to protect your portfolio
    • Identify how annuities work and the benefits of a fixed indexed annuity in providing retirement cash flow
    • Recognize the three types of permanent insurance and the benefits of an indexed universal life policy


Jerry Kahn

Dave does a great job — excellent speaker.

Jenefer, CA

Always a pleasure to listen and learn from Dave. His passion and transparency matched with his experience is awesome.

Amy, FL

Dave’s webinars are always excellent! I make it a point to never miss one of his seminars.

Kathy, IN

Thank you! As always, very good presentation!

Richard Lee

Dave Hall is excellent

The event is finished.


Mar 23 2023


2:00 pm - 4:00 pm

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Dave Hall


Dave Hall
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