CE Webinar: Buffered Strategies What They Are, How They Work, & When to Use Them

Buffered strategies and other Defined Outcome approaches are among the fastest growing areas of the ETF/Mutual Fund and annuity markets and continue to be a significant issuance of the major banks. These products will continue to grow and catch the attention of advisors, agents, and clients alike.

Together with Catalyst Funds, I recorded an on-demand Continuing Education (CE) presentation discussing Buffered Strategies. This presentation explores how these strategies work, the most appropriate ways to use them, and how they should be presented to clients.

1 On Demand CE Credit

The presentation is eligible for 1.0 hour* of CE credit. To receive credit, watch the recording via the link on Asset TV, and answer a short quiz.

This on-demand 1.0 Credit CE Credit Presentation Buffered Strategies: What They Are, How They Work, & When to Use Them, educates viewers on the $2 trillion buffered strategies and defined outcome strategies market. The presentation will cover in detail:

• Why are these strategies so popular?
• How do they work?
• What are their benefits and detriments?
• What is the most appropriate way to use them?
• How should they be presented to clients?

These and other questions will be answered during this informative CE approved presentation.

Additional tools and resources:

Watch: CE Presentation, Buffered Strategies

Read: WSJ Article

Watch: “Under the Hood of Structured Annuities”

* Investments & Wealth Institute^® has accepted this presentation for 1 hour of CE credit towards the CIMA^®, CPWA^®, CIMC^®, and RMA^® certifications. This presentation has been accepted by CFP Board for 1 hour of CFP credit.