Most brokerages lost over 30% and most in the 40%-50% range since the decline started in 2007. But clients who used the "Sentry" strategy, have already recouped their much smaller declines and are well ahead of where their investments started in 2008. Annuities can offer no loss strategies, but limit some of your upside, whereas this Sentry strategy limits your down side and keeps you fully in the game! What I like about this Sentry strategy is that it can fulfill my investing philosophy of Protect, Grow and Defend and meet the needs of those clients where annuities are not a good fit.
Now nobody knows what's going to happen..... but I believe that 2008 will happen again. Defend yourself!
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