FINRA Reviewed Resource – Steps to Mitigate and Minimize Financial Risk (Downloadable)

Posted on October 14, 2016


Resource Description
Once in retirement, many will face the most profound financial risks of their lifetimes. While retirees cannot completely insulate themselves from risk, there are steps to mitigate it and minimize its impact on their lives. This resource outlines various risks that clients may face in retirement and steps to protect against and manage these risks.
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FINRA Letter
Included with your download is a letter asserting that the aforementioned resource has been FINRA reviewed. As such, manipulation of this document is strictly prohibited and may void the FINRA clearance. All information in the aforementioned document is provided on an "as-is" basis, without warranties of any kind, express or implied, including the implied warranties of fitness for a particular purposes, merchantability, and non-infringement. In no event will IRI be liable to any party for any direct, indirect, special or consequential damages for use of this document.