Client Strategies: Examining a Declining Rate Environment

Explore market trends and access client-facing resources to educate, inform and empower clients to explore risk management solutions.

Interest rates are always shifting, and those changes can have a real impact on how clients think about their financial plans. For many, market uncertainty and changing rates can feel overwhelming—especially without the right context or guidance.

Are you having conversations with clients about how interest rate movements could affect their strategies? We’ve created resources to help you lead those discussions with confidence. From market insights to client-ready materials, our toolkit is designed to educate, inform, and empower your clients as they consider risk management options.

Explore the resources below—and be sure to check out our article, “How Do the Fed's Interest Rate Moves Impact Your Wallet?” You can share it directly with clients using the “Email Your Clients” button.

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Related Value-Add Marketing Resources

Thumbnail of History of Declining Rates brochure
 

History of Declining Rate Environments

Use this consumer-facing piece to get a sense of historic rate trends and explore projected rate changes from the FOMC.

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Thumbnail of Looking for a Less Taxing Way to Save for Retirement brochure
 

Looking for a Less Taxing Way to Save for Retirement?

When a client is deciding where to place their "safe money" in a diversified portfolio, should they buy a CD or put their money in a fixed annuity? "Looking for a Less Taxing Way to Save for Retirement?" compares the two and demonstrates the impact of taxes and inflation on a CD's savings power.

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Thumbnail for Recession or Not? brochure
 

Recession or Not?

What can be learned from the longest inverted yield curve in history? Normally a tell-tale sign of a recession, this time may be different. What economic factors should you and your clients be watchful of during this volatile economic climate?

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Thumbnail of Lock in Higher Rates brochure
 

Lock In Higher Rates 

Explore whether interest rates have reached their peak and examine interest rates on Multi-Year-Guarantee Annuities over the last five years.

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Climb Back to Even: Stock Market Education tool
 

Climb Back to Even: Stock Market Education

Spark conversations to explore savings vehicles like annuities by helping clients visualize exposure to market risk.

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1 FederalReserve.gov (Summary of Economic Projections)
 

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 Share “How Do the Fed's Interest Rate Moves Impact Your Wallet?” with your clients.     

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FINANCIAL PROFESSIONAL USE ONLY

Neither Security Benefit nor its affiliates are fiduciaries and the information provided is not intended to be investment advice. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional.

Services are offered through Security Distributors, an indirect subsidiary of SBL Holdings, Inc. (Security Benefit).

Security Benefit, its affiliates and subsidiaries, and their respective employees, representatives, do not provide tax, accounting, or legal advice. Any statements contained herein concerning taxes were not intended as and should not be construed as tax advice, nor should they be used for the purpose of avoiding federal, state, or local taxes and/or tax penalties. Please seek independent tax, accounting or legal advice.