Clients want an actively traded portfolio that provides low risk with high yields. That’s exactly what advisors who work with POM Planning are able to offer. Our managed money platform is time tested and is built to earn above average returns without the risk typically associated with a portfolio made up of stocks, mutual funds, and bonds.
To sign up now to learn more about this unique money-management platform (including viewing a recorded webinar), please click here.
What do clients want with actively managed money?
Low risk and possibly muchhigh yield over a 5, 10, 15+ years. That’s exactly why POM Planning was created. To offer clients a different type of money-management platform that reaches for above-average returns without the risk typically associated with a portfolio made up of stocks, mutual funds, and bonds.
Are you skeptical that we can deliver a low-risk and high-yield platform you can use to gather money under management? Let’s look at the 10-year track record (year ending 2016) of the top three conservative and top three moderate tactical managers.
-The top three “conservative” strategies have an average Beta of .28* with an average annual return going back ten years of 10.14%*net of fees.
-The top three “moderate-risk” strategies have a Beta of .46* with an average annual return going back ten years of 19.24%* net of fees.
*Numbers year-ending 2016.
Most of us know how pathetic the returns have been over the last ten years wherein we had two huge stock-market crashes. And the 20-year returns are not much better with a 4.79% for the average investor (2017 DALBAR study). Click here to download the DALBAR study.
No-load Variable Annuity (VA) platform—POM Planning is excited to have the ability to allow clients to use our unique money-management platform inside a no-load VA ($20 a month fee). Using a no-load VA with our actively/conservative money-management platform will allow clients to grow significantly more money for retirement because of the avoidance of annual capital gains taxes on the growth inside their account. To learn more about our no-load VA, please click here.
Summary—If you want to put forth a money-management platform to your clients that fits in well with the mind set of not going backwards* in down markets and generating significant returns in an up market, you should click here to learn more.
Sign up NOW to learn more—if you would like to learn more about how you can use POM Planning’s unique money-management platform to help you grow your business, earn more income, and provide better services to your clients, please click here to fill out a request-for-more-information form.