PRINCIPLE #1: PLAN ON LIVING A LONG TIME
DON’T LET YOUR CLIENTS' MONEY RUN OUT
Your clients are living longer, and many of them haven't saved enough. Use our Principles for Successful Long-Term Investing to talk to them about this reality, and to help them be prepared.
We are living longer
Thanks to advances in medicine and healthier lifestyles, people who are 65 today have a very good chance of reaching ages 80 or 90. A 65-year-old couple might be surprised to learn that at least one of them has a 48% probability of living another 25 years and needing investments to last until age 90.
Many of us have not saved enough
Studies reveal that individuals do not feel adequately prepared for retirement. Investors should start early by saving more, investing with discipline and having a plan for their future.
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4 STRATEGIES FOR LONG-TERM INVESTORS
We offer investment strategies covering all asset classes for diversification and risk management to help you and your clients build stronger portfolios.
Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.