Approaching Planning for Prospects Who are Already Retired
Автор: The Taylor Method
Загружено: 2022-06-27
Просмотров: 375
Just because someone is retired, does not mean they are done planning. It is even more important that during their retirement, you explain the difference between accumulation and distribution phases of retirement. There is an opportunity to make sure their retirement money is protected from market risk, business risk, and real estate risk.
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#retirement #money #salestips #financialadvisor #distribution #accumulation
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