Defaqto Income and Drawdown virtual. Part 2 - Momentum Global IM presentation 2021 | BrightTALK | 20 October 2021 | Webinar
Venue
Webinar
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| Event Date | Wed Oct 20 EDT (about 3 years ago) |
| Location | Webinar |
| Region | All |
Details
Income investing in 2021.
Learning objectives:
• To explain the challenges that dividend cuts presents to your client’s portfolio
• To describe how a smoothed monthly Income policy can provide a positive client outcome
• To explain how a traditional 60/40 portfolio provides the returns required for a unit encashment income policy
• To describe what Alternative Investments can offer in an Income portfolio
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