Structured Notes for Income (Part 1 of 2)

In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio, particularly as you prepare for and enter retirement.

Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement.

As you transition into retirement, generating a steady income stream from your portfolio becomes crucial. We discuss an alternative investment called structured income notes that offer several advantages:

• Provides a stable income stream to support your retirement lifestyle

• Offers downside market protection, reducing the impact of market volatility on your portfolio

• Many of our clients use structured income notes to add stability and increase yield in their portfolios