Earn Client Trust in Every Market
Your expertise makes the difference in volatile markets
The economic cycle can be difficult to understand for many clients – and that misunderstanding could cost you their trust.
Turn market volatility into an opportunity to strengthen relationships, demonstrate your expertise, and guide clients to stay calm and focused through every phase.
Help clients understand what is happening – and what it means for their financial goals.
Navigating the Economic Cycle
Show clients the stages of the economic cycle — peak, recession, trough, and recovery — to reinforce that market ups and downs are normal.
Use simple analogies, like ocean waves or seasons, to make these concepts clear and relatable.
Trust Building Materials
For Use With Clients:
Showcase Your Knowledge
The Financial Professional as a Guide
Regular updates and education help clients feel informed, not fearful. As their understanding grows so does their appreciation for your expertise — making them more likely to stay loyal and follow your recommendations.
For Financial Professionals:
Turn market anxiety into alignment
Prevent Panic-Driven Decisions
When clients do not understand market movements, they may mistakenly attribute them to poor strategy. Helping your clients connect the dots builds rational decision making — and reinforces your role as a steady, strategic partner.
Discover Annuity Options That Could Benefit Your Clients
Access a variety of annuity products designed to help clients safeguard their savings, pursue growth, and move into retirement with confidence.
Your organization may not offer all product surrender periods or allocation options.
Contact our experts on the sales desk at 833-465-0819 for product availability.
