At Clarity 2 Prosperity, we aim to continuously develop and share educational financial planning tools for your practice.
With markets at all-time highs and interest rates at all-time lows, we are left with “The Perfect Storm” of a market for our clients. Many investors are shocked to learn that bonds are not necessarily a safe haven.
Use the article and tools below to explain these risks to your clients and prospects today!
Step 1: Share Article: Is the Bond Market in a Bubble?
Bonds have been on a 34-year bullish run, but that may come to an end soon…. “UBS reclassified its clients that were heavily invested in bonds from being ‘conservative’ to ‘aggressive,’ likely to lessen any possible future legal liability.”
Click here for the U.S. News & World Report article to share with your clients and prospects!
Step 2: Establish the importance of a “now,” “soon,” and “later” buckets
The Bucket Plan® white board video quickly and easily communicates the importance of structuring assets for today’s economy.
Click here to watch!
Step 3: How to fund your “soon” bucket?
The Perfect Storm consumer white paper and seminar communicate how fixed and fixed indexed annuities can be a good option to fill this “soon” bucket, helping eliminate the biggest dangers investors face today!
Click here to download the consumer white paper.