Downside Protection Upside Participation

With markets continuing to climb Financial Advisors are looking for new ways to protect our clients from downside risk but also participate in the upside. A dual directional note does that. I have highlighted how this kind of note works below. feel free to reach out to me with any questions or if you want to talk about how to take advantage of Custom Dual Directional Notes in your portfolio.

How It Works

2yr Dual Directional Buffered Note linked to worst of INDU/RTY/NDX

• 100% participation with a 30% max return at maturity

• 15% buffer on the downside

• Absolute return on the downside to the buffer level

• EX: If market is down 10% at maturity, client will be up 10%

• EX: If market is down 20% at maturity, client is down 5%

• EX: If market is up 20%, client will be up 20%

• EX: if market is up 35%, client is up 30% (max return)

Enroll in Missional Money Online Course

Share Your Story

Downside Protection Upside Participation

With markets continuing to climb Financial Advisors are looking for new ways to protect our clients from downside risk but also participate in the upside. A dual directional note does that. I have highlighted how this kind of note works below. feel free to reach out to me with any questions or if you want to talk about how to take advantage of Custom Dual Directional Notes in your portfolio.

How It Works

2yr Dual Directional Buffered Note linked to worst of INDU/RTY/NDX

• 100% participation with a 30% max return at maturity

• 15% buffer on the downside

• Absolute return on the downside to the buffer level

• EX: If market is down 10% at maturity, client will be up 10%

• EX: If market is down 20% at maturity, client is down 5%

• EX: If market is up 20%, client will be up 20%

• EX: if market is up 35%, client is up 30% (max return)

Enroll in Missional Money Online Course

Share Your Story