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Help your clients understand asset mix: a key part of an asset allocation strategy

Submitted by Rica Zara on December 6, 2021 - 3:21pm

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Key parts of an asset allocation strategy


Help clients understand the importance of asset mix
in a portfolio and how their investor profile drives it.

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Discovering their investor profile and its corresponding asset mix can help
clients understand how their portfolio is suited to their investment objectives
and built to withstand market volatility. 

 

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Help bring your clients’ financial goals to life with an
Empire Life segregated fund asset allocation solution.

Your clients look to you to help better plan for their future so they can live life — comfortably. A key part of an asset allocation strategy is asset mix. When clients
understand how the three main asset classes work within a portfolio to help
balance risk and growth, it gives them confidence that their portfolio is built to weather market fluctuations.

 
How can Empire Life help?
 
From conservative to aggressive, Empire Life has a wide range of segregated funds to help meet your clients’ needs.
 
Find resources and information to learn more about how the right asset
allocation solution can help your clients achieve their financial goals.
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Learn more

 



Get rewarded for growth with Empire Life
Guaranteed Investment Funds

Until December 31, 2021, earn a commission bonus for actively
promoting the value of Empire Life Guaranteed Investment Funds (GIF)
to new and existing clients.1 Learn more


 

1 The campaign will pay a commission bonus on all eligible deposits received and processed into Empire Life Guaranteed Investment Funds contracts - GIF 75/75, GIF 75/100 and GIF 100/100 from January 1, 2021 at 12:01 a.m. (ET) to December 31, 2021 at 4:00 p.m. (ET). All existing recurring Pre-Authorized Debits (PADs) as of January 1, 2021 are eligible for the commission bonus.

Segregated Fund contracts are issued by The Empire Life Insurance Company (“Empire Life”). A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Please read the information folder, contract and fund facts before investing. Past performance is no guarantee of future performance. All returns are calculated after taking expenses, management and administration fees into account.

FOR ADVISOR USE ONLY

Source URL: https://www.globalpacific.com/bulletins/empire-life/2021-12-06/help-your-clients-understand-asset-mix-key-part-asset-allocation-strategy