IRI Insight - Spring 2020

Posted on May 29, 2020


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Leaning Into Market Volatility

This quarter's issue of IRI Insight features timely articles that will help you provide more value to your clients during these uncertain times. Two articles in this issue show how you can use annuities to improve outcomes for your clients during this period of historic market volatility and beyond. Also included is a useful checklist that will help your clients keep focused on a long-term investment horizon. Additional articles on securing your home office against cyber threats and the opportunities arising from the SECURE Act round out an information packed issue!  Download IRI Insight >>

In This Issue

Using Dollar Cost Averaging to Take Advantage of Market Volatility
How to leverage dollar cost averaging in variable annuities to help protect clients’ retirement income and grow their investment dollars.
 
Finding Confidence in Chaotic Times
Using annuities to build an income strategy for beleaguered investors.
 
Stay Secure When Working from Home
An examination of increased cyber threats and tips for securing home networks and devices.
 
Concerns remain with qualified annuities under the new 10 year stretch provisions, but Americans are looking for safety, liquidity, and fixed income in an increasingly challenging environment.
 
A checklist to help clients focus on maintaining a long-term perspective.