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Managing Risk in Rising Rate Environment

How good is your offence in a rising rate environment? There’s an adage used in sports that says, “The best defense is a good offense.” Success can hinge on effectively keeping the ball on the other team's side of the field, thus not only creating scoring opportunities for your team but preventing your opponent from scoring. Higher interest rates impact all aspects of the world economy, from investment, loan and deposit rates to emerging market trades. As you focus on your goals and objectives for the coming year, how can you use the idea of a good offense in light of rising rates?

The prospect of rising interest rates takes an already-attractive investment alternative and makes it an even more compelling. Not only does life insurance offer a guaranteed return, but the proceeds are generally free from income and estate tax. With rates on the rise, those of us who primarily own stocks and bonds may want to seriously consider where life insurance sits within our overall asset allocations. Rising rates generally lead to lower bond prices and an increase in stock market volatility. Life insurance policies sidestep all of that uncertainty.

Continuing Education
This session has been accepted for one (1) hour of continuing education by CFP Board.

7:40 am - Community Building Breakfast
7:55 am - Chapter Meeting
8:00 am - Program Begins
9:00 am - Program Concludes

Friday, November 9, 2018
7:45 AM - 9:00 AM


Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota   FL   34236
Website for Location
Map for Location

Registration Fee