Page 12 - Retail Jumbo Booklet

INVESTMENT PRESERVATION TOOL

When used strategically

and responsibly, your

Advantage can not only

preserve but also expand

the longevity of your

investments in any kind

of market:

Up Market Down Market

In a rising market, you may decide in If your investments get caught up in
consultation with your financial advisor a down cycle, use funds from your
that it’s a more productive use of your Advantage until the market rebounds.
money to tap your Advantage when you This way, you can keep your portfolio
need to cover expenses than to sell off intact the way you designed it to be.
well-performing assets — especially if Consult your financial advisor.
you have a long-term investment outlook.
Consult your financial advisor.
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