During the last week we have worked on dozens of life, long term care, disability and annuity cases working alongside our Advisers.

If you are not discussing these issues with your clients then who will?

Westland is here to help you protect your clients, their, families, their businesses and their portfolio.

Case 1

A successful 76 year old retired doctor wanted to move $1,000,000 into a safer account since he had most of his $5,000,000 portfolio exposed to the market. The agent was not securities licensed and called to ask what we could find. Note: There are several products not available to our non-B/D agents. We looked for best pure Accumulation potential and settled on the Athene Performance 10. Hypothetical values were very strong using uncapped strategies. Some strategies have associated fees and others do not. In index down periods fee strategies will show a little erosion of account value (just the fee). However, still full protection of any downside risk. A negative index period still has a floor of zero percent.