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Concept Corner — quick videos 
 

After long days of virtual meetings and reading emails, we’d like to offer you a quick and easy way to learn more about solutions that are resonating in the market. Welcome to Advanced Market’s Concept Corner, designed to give you a fast, insightful overview of timely planning approaches. 

Today we highlight two popular concepts that are particularly relevant given the current interest rate and market environment:

  1. Backstopping sequence of return risk — Learn how life insurance can be used as a hedge against sequence of return risk.
  2. “Wait and see” loans — Learn how leveraging lower interest rates with private-finance loans can give ultimate flexibility to clients who are on the fence about making large gifts.

Like what you see and want to learn more? Access our extensive library of marketing materials on JHSalesHub or reach out to a member of our team. 

Contact a member of the 3 Mark Sales or Marketing Team for more information at 888-533-6275. 

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