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With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies to re-balance over-weighted equity portfolios, while avoiding potential risk in a rising rate bond market.

This webinar discusses:

  • Which products are best suited to re-balance an over-weighted equity portfolio, and why.
  • Strategies to leverage an insurance company's balance sheet to benefit your client.
  • Why Commission-Free insurance is non-correlated to the market through the insurance guarantee.
  • Which products to use based on your client's individual needs.

*This webinar recording is for viewing only and does not count towards CE credit.