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February 2020

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Save Even More Time with Protective Velocity

Last year, we launched Protective Velocity — our suite of digital capabilities — to make doing business with us even faster and easier. We have recently received updated metrics, and the results speak for themselves.

Protecting Retirement Income from the Reality of an Early Loss

There’s a lot at stake when helping clients prepare for retirement — especially if systematic withdrawals are part of their plans. A poor sequence of returns early in retirement can hit clients’ portfolios without warning and weaken their ability to fund the next 20 or 30 years of their lives.