Running out of money is a major concern for retirees. With pensions becoming a thing of the past, a paycheck (or a “play-check”) for life is becoming increasingly more important. As an advisor, your retired clients are looking to you for guidance and help in reinforcing their retirement savings. It’s important that you understand all the options out there, so you can advise them on the right one for their situation.
Latest posts by Jack Carlton (see all)
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Thank you for this information. Interested in learning more about how to talk with people and how to become their provider.