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:
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Common sources of retirement income.
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Work life expectancy/retirement life expectancy dilemma.
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Methods (with examples) of wage replacement ratio.
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