Sequence of Return Risk

One of the most important issues to discuss with clients is how a large drop in the stock market can have a devastating effect on their income in retirement. The  problem is that it’s difficult for clients to understand this important issue.

-An advisor could spend 3-5 minutes explaining it, but does the client really “get it?”
-An advisor could show the client a static PDF that shows a few charts, but does the client really “get it?”

With the capabilities built into OnPointe Retirement Planner, you have a tool that can GUARANTEE 100% of the time that clients will understand sequence of return and that you’ll be able to communicate it to them in less than 30 seconds!

To watch a quick overview on using OnPointe to illustrate sequence or return risk, click on the following video.