IRI Insight - Spring 2020
Posted on May 29, 2020
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!
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In This Issue
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.