Advisor Resource of the week
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Give your clients the confidence of protection from market ups and downs.
Not All M&E Fees Are Created Equal
The "effective M&E fee" is lower for the Level M&E in a rising market compared to the Traditional M&E. In a flat or down market, a traditional fee structure may be more advantageous. The graph below shows how the values change over time under each M&E structure.
Use this illustration to help your clients with:
- Growth
- Principal protection
- Legacy planning
- Tax advantages
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