Page 9 - Newcom

YOUR GUIDE TO SALES AND FINANCIAL PLANNING
BUILDING YOUR BUSINESS
PAGES 9-18 l INVESTMENT EXECUTIVE l NOVEMBER 2020 SPECIAL REPORT
Pages 9-17
Page 18
INSIDE THIS SECTION
RETIREMENT INCOME
GOVERNMENT BENEFITS 10
Has the pandemic changed your client’s timeline?
ASSET ALLOCATION 12
Two sample portfolios offer different strategies.
BEST-LAID PLANS 13
Helping your client through an unexpected job loss.
MORE THAN MONEY 14
Clients need to prepare psychologically too.
ANNUITIES NOW? 15
Guaranteed income still can work with low rates.
TAX PLANNING 15
Make the most of a low-income year.
WILL TO PLAN 16
Given Covid-19, estate planning is even more important.
TIME TO SELL? 17
The pandemic has some advi- sors considering an early exit.
WOMEN
IN FINANCE
NOT GENDER- NEUTRAL 18
Covid-19 has disproportionately affected working women.
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