Exclusive Advisor Training Focused on New Retirement Solutions
(Tampa, Florida) – Christopher Drew, President of Drew Financial Private Capital, attended Annexus NYC, a conference for elite financial professionals, to learn the newest advanced planning strategies. The invitation-only event, sponsored by independent retirement solution design leader Annexus, provided advisors with fresh insights and new tools to help clients grow and protect their retirement savings. The attendees engaged with some of the world’s largest investment banks and academic thought leaders, including Yale University Professor Emeritus Roger Ibbotson, one of the nation’s most influential experts in asset allocation.
“Traditionally, people nearing or in retirement seek to reduce risk by increasing their allocation to bonds, but today is different,” said Professor Ibbotson. “Today’s low interest rates and longer durations mean that investors may see negative bond returns going forward. Traditional thinking may no longer apply.”
“The financial markets are more complex than ever,” said Annexus Co-Founder Don Dady. “People choose their advisor to help them find solutions. Our goal is to provide advisors with innovative alternatives to help reduce exposure to market volatility, manage retirement risks, and prevent clients from outliving their retirement savings.”
Christopher Drew was one of just 100 elite professionals from across the nation invited to Annexus NYC. “The way Annexus has been able to bring Wall Street and Main Street together made this event truly unique in the industry,” said Drew. “Expert speakers addressed industry-level trends in index design and demonstrated how to eliminate downside risk, benefit from potential market growth, and guarantee lifetime income.”1
“Our program is designed to help already exceptional advisors become even better, said Annexus Co-Founder Ron Shurts. “We provide an unparalleled level of expertise designed around smarter strategies to help meet clients’ retirement goals. Annexus NYC helps elite advisors become even better equipped to serve their clients.”
Christopher Drew, a local financial professional who helps clients prepare for a more secure retirement, is with Drew Financial Private Capital located at 16021 N. Florida Ave, Lutz, FL 33549.16021
1 Guarantees and protections are based on the claims-paying ability of the issuing carrier.
Annexus designs solutions to help Americans grow and protect their retirement savings.
For over a decade, Annexus has developed market-leading retirement-focused insurance products. Find out more about Annexus and its products at www.annexus.com.
References to J.W. Cole Advisors, Inc. (JWCA) are from prior registrations with that company. J.W. JWCA and Advisory Services Network, LLC are not affiliated entities.