VOLATILITY AND RISK? VOLATILITY VOLATILITY WHAT IS   THE DIFFERENCE BETWEEN
VOLATILITY THIS IS GOING TO HAPPEN.  IT’S THE NATURE OF INVESTMENTS. Volatility can result in loss of principal UP DOWN UP...
ONE OF THE WAYS TO POTENTIALLY OBTAIN FINANCIAL SECURITY IS BY INVESTING IN QUALITY LONG-TERM FINANCIAL PRODUCTS EARLY ON ...
WE  CAN HELP YOU TO  LOOK IN THE  PROPER  DIRECTION <ul><li>You should carefully consider investment objectives, risks, an...
OUR JOB IS  TO BE YOUR ANCHOR AND TRY TO PREVENT CLIENTS FROM TAKING THE WRONG STEPS
OUR JOB IS TO HELP YOU TO ACHIEVE THIS NOW IT 's NOT ONLY PRESERVATION OF PRINCIPAL... IT ‘s ALSO PRESERVATION  OF  “PURCH...
A RISK IS: EROSION OF PURCHASING POWER EROSION OF PURCHASING POWER EROSION OF PURCHASING POWER EROSION OF PURCHASING POWER...
50 YEARS AGO  Dwight D. Eisenhower was the 34 th  President  of the United States.
50 YEARS AGO  Avg Annual Income: $6,227.00 Source: :  dmarie. . com/  timecap House: $18,500 Car: $2,275.00 Milk: $0.25 / ...
Who’s Been Shopping CD Rates Recently CD’s are FDIC insured and offer a fixed rate of return,  early withdrawal penalties ...
YOU COULD LEAVE YOUR MONEY IN THE BANK BUT INTEREST EARNED MAY NOT KEEP UP WITH INFLATION What is the Banks Job? CD’s are ...
OUR  JOB IS  TO  WORK  DIRECTLY     With   YOU!
We’re Living Longer Now This example is provided for illustrative purposes only and is not intended to reflect an actual i...
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Seminar pm - retirement challenges withaudio28-40

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Section 4 Five Challenges for Retirees

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Seminar pm - retirement challenges withaudio28-40

  1. 1. VOLATILITY AND RISK? VOLATILITY VOLATILITY WHAT IS THE DIFFERENCE BETWEEN
  2. 2. VOLATILITY THIS IS GOING TO HAPPEN. IT’S THE NATURE OF INVESTMENTS. Volatility can result in loss of principal UP DOWN UP DOWN
  3. 3. ONE OF THE WAYS TO POTENTIALLY OBTAIN FINANCIAL SECURITY IS BY INVESTING IN QUALITY LONG-TERM FINANCIAL PRODUCTS EARLY ON DON’T LET YOUR RETIREMENT BE A HOUSE OF CARDS
  4. 4. WE CAN HELP YOU TO LOOK IN THE PROPER DIRECTION <ul><li>You should carefully consider investment objectives, risks, and charges and expenses of Mutual Funds before investing. This and other information can be found in the fund's prospectus, which can be obtained from your investment representative or by calling (Your Phone Number) Please read it carefully before you invest or send money </li></ul>Y O U D O N ’ T H A V E T O S E A R C H O N Y O U R O W N
  5. 5. OUR JOB IS TO BE YOUR ANCHOR AND TRY TO PREVENT CLIENTS FROM TAKING THE WRONG STEPS
  6. 6. OUR JOB IS TO HELP YOU TO ACHIEVE THIS NOW IT 's NOT ONLY PRESERVATION OF PRINCIPAL... IT ‘s ALSO PRESERVATION OF “PURCHASING POWER&quot;
  7. 7. A RISK IS: EROSION OF PURCHASING POWER EROSION OF PURCHASING POWER EROSION OF PURCHASING POWER EROSION OF PURCHASING POWER EROSION OF PURCHASING POWER
  8. 8. 50 YEARS AGO Dwight D. Eisenhower was the 34 th President of the United States.
  9. 9. 50 YEARS AGO Avg Annual Income: $6,227.00 Source: : dmarie. . com/ timecap House: $18,500 Car: $2,275.00 Milk: $0.25 / Qt Bread: $0.20 Stamp: $0.04 Gas: $0.31 / Gal Minimum Wage: $1.00
  10. 10. Who’s Been Shopping CD Rates Recently CD’s are FDIC insured and offer a fixed rate of return, early withdrawal penalties will apply to redemptions prior to maturity.
  11. 11. YOU COULD LEAVE YOUR MONEY IN THE BANK BUT INTEREST EARNED MAY NOT KEEP UP WITH INFLATION What is the Banks Job? CD’s are FDIC insured and offer a fixed rate of return, early withdrawal penalties will apply to redemptions prior to maturity.
  12. 12. OUR JOB IS TO WORK DIRECTLY With YOU!
  13. 13. We’re Living Longer Now This example is provided for illustrative purposes only and is not intended to reflect an actual investment or predict future returns. It is designed to illustrate the mathematical concepts being discussed. Results will vary from client to client .

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