Question: You have an appointment with a prospective client in 3 days. You know from your initial meeting with them that retirement planning is important to

You have an appointment with a prospective client in 3 days. You know from your initial meeting with them that retirement planning is important to them. Please draft your comments to them and be sure to include:

  1. Common sources of retirement income.

  2. Work life expectancy/retirement life expectancy dilemma.

  3. Methods (with examples) of wage replacement ratio.

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