Taking the time to discuss your clients’ retirement needs, goals and lifestyle expectations can go a long way to build trust and confidence in your practice.
Building sustainable retirement income portfolios requires a dynamic approach that strikes the right balance among income, capital appreciation and volatility. Investments you should consider are:
Retirement Income — Our offering of income-focused funds.
Building a Sustainable Retirement Income Plan (Single Sheet): Building a Sustainable Retirement Income Plan | Quarterly Statistical Update — Help clients understand the value of equities in their retirement income portfolios.
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.