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| In This Module |
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| Presentations |
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 | Downturns and Recoveries | |
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| Exchange-Traded Funds | |
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| Global Investing | |
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| Growth and Value Investing | |
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| Investing for Retirement | |
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| Investing in Commodities | |
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| Investing in Emerging Markets | |
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| Investing in Hedge Funds | |
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| Investor Behavior | |
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| Long-Term Investment Performance | |
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| Mutual Fund Investing | |
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| Portfolio Diversification | |
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| Portfolio Performance | |
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| Principles of Investing | |
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| Real Estate Investing | |
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| Retirement Income | |
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| Risk and Volatility | |
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| The Role of Immediate Annuities in Retirement | |
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| Sector Investing | |
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| Stocks and Bonds | |
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| Taxes and Investment Performance | |
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| Understanding Deferred Annuities | |
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| Sales Ideas |
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| A Balancing Act: Rebalancing a portfolio is all about risk control | |
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| Bracing for Reality: The benefits of long-term investing in a turbulent market | |
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| Find Your Match: Determining the right asset allocation can make a difference | |
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| Miss a Little, Miss a Lot: Timing the market can be harmful to long-term savings | |
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| Playing Catch Up: The longer clients wait to start saving, the harder it gets | |
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| Investor Brochures |
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| Income Risk and the Use of Immediate Annuities | |
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| Inflation Risk | |
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| Living Benefits | |
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| Longevity Risk | |
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| Market Volatility Risk | |
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| Real Estate Investing | |
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| Retiree Spending Risk | |
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| Risks in Retirement | |
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| Savings Risk | |
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| Solvency Risk | |
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| Withdrawal Risk | |
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| Web-Based Professional Training |
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| Advanced Asset Allocation—Short Course | |
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| Key Features |
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| Presentation length ranges from eight to 20 slides each (totaling more than 200 slides), ready for personalization with the speaker’s name or a company logo | |
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| Pre-written speakers’ notes save time and help clarify complex topics during presentations | |
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| Brochures range from three to six pages each and address a variety of retirement risks for investors | |
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| Brochures are available as PDF files so that they can be printed and distributed or sent in electronic format | |
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| All presentations, Sales Ideas and brochures are reviewed by FINRA for use with the public | |
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| The Advanced Asset Allocation—Short Course prepares advisors to explain the value of asset allocation to investors | |
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| Advisors can complete the course at their own pace in about four hours and demonstrate their comprehension through the final exam | |
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| Access to white papers on a variety of topics is also available | |
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