Interest rates remain at record lows and your clients’ income needs haven’t change. Consider the Touchstone Income Strategy powered by ESI Illuminations as part of a balanced and flexible solution for meeting your clients’ income needs.
The Touchstone Income Strategy powered by ESI Illuminations is a managed portfolio of a combination of Touchstone Funds that are allocated to generate income through a total return approach rather than strictly dividend income. The Strategy uses a combination of cash equivalents, fixed income, multi-asset and equity funds which seek to sustain a 5 percent withdrawal rate over a 20-year period.*
Visit ESI Illuminations platform tab to view updated materials on the Touchstone Income Strategy and how it can help your clients. New materials include a client-focused flyer, a hypothetical portfolio illustration, and an updated sales map.
Marketing materials on the Illuminations platform are located under the Platform tab.
*As with any investment Strategy, the Touchstone Income Strategy involves risk, and there is the possibility of loss of principal value. There is no guaranteed element of the Strategy.
Savos Personal Portfolios is a comprehensive portfolio solution available on the AssetMark platform that has a unified managed account structure with individual stock, ETFs, and institutional mutual funds – all under one acct number. If you have clients looking for customization, such as screening for ESG values, or personalized service, such as a tax-managed transition report, don’t miss this recording!
Click here for a recording of the recent Savos Personal Portfolios overview.
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