What Drives Performance: Bucket 2 (Guaranteed Income)

June 9, 2024

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  • Kirk and Michael dive into the details of how guaranteed income fits into the plan as a pivot account, why the "performance" of hybrids is less impactful than people think, and how identifying the correct hybrid can make or break a plan.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.