Defaqto Income and Drawdown virtual. Part 2 - Momentum Global IM presentation
Presented by
Steve Hunter Head of Business Development Momentum Global Investment Management
About this talk
Income investing in 2021.
Learning objectives:
To explain the challenges that dividend cuts presents to your client’s portfolio
To describe how a smoothed monthly Income policy can provide a positive client outcome
To explain how a traditional 60/40 portfolio provides the returns required for a unit encashment income policy
To describe what Alternative Investments can offer in an Income portfolio
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