Sunday, December 4, 2022
HomeLife InsuranceAdvising Retired Purchasers Throughout a Market Downturn

Advising Retired Purchasers Throughout a Market Downturn


Intervals of inventory market volatility as we’re seeing up to now in 2022 may be laborious on all shoppers, however they are often particularly unnerving in your retired shoppers. Even longtime shoppers who’ve been via durations of volatility with you up to now may have some reassurance that they’re nonetheless heading in the right direction.

Within the gallery above are some ideas on advising retired shoppers in a down market. Your whole shoppers — however particularly your retired shoppers — want you to be a voice of cause and stability throughout a down-market interval. Your calm strategy and your expertise may be the distinction between preserving them heading in the right direction with the nice planning you’ve carried out for them or having them make poor selections out of panic that might probably jeopardize their monetary safety in retirement.


Roger Wohlner is a monetary author with over 20 years of business expertise as a monetary advisor.

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