- Having to choose between staying in volatile markets or going to cash
- Not having a way to protect your investments from market loss
- Stock market prices don’t align with your life’s plan

- How to protect your life savings from major market downturns without buying annuities, trying to time the market, or going to cash.
- How you can have durable investment strategy that captures equity returns in good markets and minimizes downside risk in down markets
- Why every investor needs to have a customized investment strategy that is designed to support their retirement plan and not the other way around