Focus Financial Inaugural Summit

Takeaways from my Presentation:

1. Start your conversations early and often with the next generation, Share your love is a great way to facilitate that conversation
2. Modern Portfolio Theory is dead, think function not form when you’re trying to build better outcomes for your clients
3. Equitable can help you generate consistent returns, regardless of the market environment, up, down, sideways

Actionable Insights:

1. Advisors are having a high level of success using our C-Share Investment Edge contract, as a compliment or replacement to CDs, MYGAs, FIAs to help clients achieve superior rates of return, with liquidity
2. Building Income Strategies from annuities into financial planning software. We can build our guaranteed income strategies into your financial planning software. I can do 1×1 consultations to help.