If you work with clients who are newly retired or about to retire, download the Better Buckets White Paper to learn about an asset allocation system that produces retirement income with safety and flexibility.
What is the Sequent Income Model™?
Sequent is a retirement asset allocation system designed to help financial planners, reps and RIAs:
- Develop retirement income plans that blend both fixed and managed money assets
- Offer a unique financial solution to mid-cap and high-net-worth clients
- Minimize volatility on their clients' income
- Create sales that 'renew' every six years
The Sequent Income Model system includes:
- Proprietary Asset Allocation Software - FINRA-Reviewed
- Seminar Presentation - FINRA-Reviewed
- Sales Presentation - FINRA-Reviewed
- And training from the Sequent creators themselves
