Inflation-Proofing Your Supplemental Retirement Strategy
The first significant inflationary period in decades has left many clients with questions regarding how their planning could weather a period like this during retirement. If you have a client seeking to reduce the impact of inflation on their retirement plans, join the team at Cavalier Associates for a session focused on how a properly structured insurance solution can position clients to ride out an inflationary period in retirement.
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.