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Learn how WealthChoice FIA’s latest strategies can improve retirement planning for your clients. This session will cover approaches designed to deliver consistent returns for both new and existing policyholders.

Why Index Guarantees Matter Now:

Protection Against Low Yields: As interest rates drop, traditional fixed-income investments face challenges. Index guarantees offer a dependable option to support portfolio growth.

Reliable Growth in Uncertain Markets: With guaranteed participation rates or caps, these strategies provide steady performance, helping clients plan with more confidence.

Reduced Interest Rate Risk: Fixed guarantees help limit exposure to rate fluctuations while still offering growth potential.

Join us to see how these strategies can make a difference in today’s market.
  • Explore strategies that include an S&P cap as high as 15%, offering greater growth potential.
  • How these strategies can maximize client outcomes
  • Real-world applications for today’s financial professionals
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Director, Sales Development
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Head of Case Design
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