The Tyler Show SIG Spotlight - Laddering
How can you help clients manage market uncertainty while making your practice more efficient? In this episode of The Tyler Show, Dr. Tyler De Haan sits down with Justin Rafferty, AVP, National Sales Manager, to discuss how a laddering strategy can help financial professionals provide downside protection, growth potential, and a more streamlined client experience. They explore where this approach fits within a retirement portfolio, how it can simplify annual reviews through automatic reallocations, and why it may be especially valuable for client’s approaching retirement.
The skinny
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