Master this story to win more retirement income business

Matt Gozdecki

3/5/2025 · 1 min read

Did you know that the game of basketball can teach us a lot about retirement?

Basketball is a fast-paced, high-scoring sport that has a ton of rules, variables and nuances. But often, a competitive basketball game boils down to what’s called “clutch time” - the team who can make the shots, lock in on defense, and avoid turning the ball over in the last few minutes is often the team that takes home the victory.

Here’s the tie-in - every retiree faces “clutch time” of their own. And advisors who can master this “clutch time” conversation with their clients and prospects will see their annuity business explode.

Want to learn about it? Well, watch this video. You’ll be walked through three key concepts that change the way you present lifetime income guarantees to clients:

  • Arithmetic of loss

  • Sequence of returns

  • Retirement clutch time

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