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The Missing Asset: Life Insurance for Risk Protection [Video]

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The Missing Asset: Life Insurance for Risk Protection

Picture your retirement. What do you see?

Wherever your adventures take you, you’ll need a sound financial strategy and mix of assets to get there. That’s why it’s important to ask whether your financial portfolio may be missing an asset.

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Business Owners

In our February, 2019 webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP®, explains the "sequence of returns" and its potential effect on an investment portfolio during retirement. He discusses how market volatility can threaten an investor's long-term retirement goals and outlines a strategy that can help to hedge this risk.