Sentences with phrase «subsequent sales performance»

Not exact matches

Sorry, but the evidence clearly shows that actively managed funds with superior performance over the previous 5 or 10 years are more likely than not to underperform during the subsequent 5 or 10 years.2 You can always find an expensive mutual fund that has done well over the last few years, and it's in any sales person's interest to sell you something that will make them money, not something that will save you money.

This example does not assume subsequent investment or withdrawals and also does not include mortality and expense charges, sales charges, and administrative fees typically associated with variable annuities; inclusion of these items would lower the performance shown.

Members who have met upper - tier sales performance standards and submitted an application for the designation with all required supporting documentation can earn the CLHMS designation upon review and subsequent approval of their applications.