Designed to be spent down over five to seven years and buy time for the Future Income segment to grow.
Bridges the Immediate Income and Long-Term Growth segments to provide additional time for a client’s long-term investments to grow.
While the first two segments have provided short- and mid-term income, this segment is designed to grow untouched for several years and is calculated to address risk.
For conservative clients or those who believe they have a long life expectancy, this segment offers guaranteed inflation-adjusted income for life.
Designed to provide supplemental income and growth for the portfolio over the long-term, this segment can include alternative investments.
“Advanced Time Segmentation has changed my practice, giving my clients the confidence to transfer more assets and provide more referrals.”
Steve Oliver
Manhattan Ridge Advisors
“My acquisition ratio has increased dramatically. My clients can now understand the importance of me managing their whole portfolio, not just a portion of it.”
Chris Quebedeau
Cetera Advisors
“I get a new referral nearly every week from a client impressed by the scenario I created for them using Advanced Time Segmentation.”
Brenda Hotaling
Cetera Investors
