Structured Notes: The Multi-Tool For Your Investment Portfolio

By incorporating structured notes in a portfolio, advisers can better help clients stick to their short- and long-term planning goals and secure a brighter financial future.

magnifying glass on top of a financial portfolio document
(Image credit: Getty)

The democratization of finance is centered around building tailored portfolios for each client. It’s said that annuities are like the Swiss Army knife of portfolio management: They can be used to help meet a variety of personal finance goals, particularly aiding in retirement planning

But have you considered another tool that can serve an even broader client base?

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The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

Biju Kulathakal