Navigating Volatility Throughout An Investor’s Life Cycle

Wednesday, March 06, 2019 | 4:00 PM Eastern Standard Time

Nancy M. Fahmy - Presenter
Vice President, Head of Investment Solutions Group
Prudential Annuities®
David Armstrong - Moderator
Editor-in-Chief
WealthManagement.com

There is no guarantee of market performance, other than we know that markets go up and go down causing volatility along the way. Investors need to recognize that volatility within the markets have historically existed and will likely continue to exist as the markets move forward. How can you as an advisor help prepare your clients to appropriately build their investment portfolio to manage and weather through portfolio volatility while helping them prepare for retirement and legacy goals?

In this course, we will examine ways to manage risk of investment volatility through the various stages of a client’s financial life cycle with the end goal of helping your clients prepare for their retirement as well as comfortably leaving their legacy behind. The client’s lifecycle can be broken out into three components: Accumulation Phase, Distribution Phase and Legacy Phase. We will walk through each of these phases, discuss potential investment risk and how you can help your clients successfully navigate through each of these the full spectrum of a client’s financial life to achieve their future investment goals.

Participants should come away with a deeper understanding of:

  • The various stages of a client’s financial life cycle
  • Investment risk and methods for risk reduction through investment strategies
  • Strategy for utilizing product options to move from probabilities to certainties
  • The importance of constant planning during the retirement process

Investors should consider the features of the contract and the underlying portfolios' investment objectives, policies, management, risks, charges and expenses carefully before investing. This and other important information is contained in the prospectus, which can be obtained by contacting the National Sales Desk. Your clients should read the prospectus carefully before investing.

Variable annuities are issued by Pruco Life Insurance Company (in New York, by Pruco Life Insurance Company of New Jersey), Newark, NJ (main office) and distributed by Prudential Annuities Distributors, Inc., Shelton, CT. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential Annuities is a business of Prudential Financial, Inc.

© 2019 Prudential Financial, Inc. and its related entities. Prudential Annuities, Prudential, the Prudential logo, the Rock symbol, and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

For Financial Professional Use Only. Not for use with the public.

*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

SPONSORED BY

 

Prudential Financial