9

ways to increase your clients’ yield in 2014

With traditional investment yields declining, your prospects need YOU to find ways to boost their retirement income and control their portfolio volatility.

“Solving the Income Dilemma” explores alternative investments that have tremendous potential to produce income in today’s market.

GUY

Benefits to adding alternative, non-correlated income generating asset classes:

• Improves the yield potential of a portfolio

• Reduces portfolio risk using non-correlated asset classes

• Mitigates market interest rate risk on bond prices

Help your prospects create a successful level of retirement income with “Solving the Income Dilemma” White Paper by Chief Investment Officer Wayne Schmidt, CFA and Senior Portfolio Manager Mike Binger, CFA.

This educational white paper is being utilized by our top advisors across the country to gather AUM in 2014!

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