Thursday, December 17, 2015

Your Perspective Determines Your Prospects

It is our job as savvy advisors to start rebuilding people’s faith in their ability to retire successfully and stop the despair about the problems that exist in the economy today. A look back at history teaches that when one door closes, another one always opens. Just think of what would have happened if our grandparents had given up on the country during the Depression, had stopped dreaming the American dream and working toward a better future for their children. 

Yes, the pendulum always swings too far but giving up-on government or on the economic possibilities is not the answer. As long as we have our capitalist spirit alive and motivating us as part of our inherent nature, then we can work to create our own success and move our clients back to a feeling of control over their futures.

For the investor looking for growth but protection of principal the index annuity is an excellent alternative to CDs and the risk inherent in the stock market. People believe that they have two places to invest – the stock market and the bank. Now is the time to educate your clients about the opportunity for great gains; no losses; a retirement income you can’t outlive; and protection against increased cost of living expenses due to health issues.

Discuss with your clients that your job is to Preserve, Protect, and Defend their retirement Nest Egg. Preserve their retirement income for life, Protect against the ravages of the stock market, and Defend it against the highly confiscatory tax system.

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