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Being There, as an Advisor, for the Five Phases of Retirement
NAIFA Advisor Today
May 6, 2008
Excerpt: Retirement is a moving target that defies a singular definition because it will be different for each client. However, planning for this event occurs continuously throughout the client's financial life-cycle and usually has five phases. It's your job as an advisor to make sure that you are there -- and active -- during all of these phases.
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