What if the most important part of a client’s financial plan isn’t maximizing every dollar of growth—but making sure the plan can withstand the risks that could derail it?

Income is the foundation of wealth, both during a client’s working years and throughout retirement. In this session, we’ll look at how disability income, term life, whole life, and annuities can complement an advisor’s investment strategy by helping protect income, manage longevity and sequence-of-returns risk, preserve insurability, and address future care needs.