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You have an appointment with a prospective client in 3 days. You know from your
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:
Common sources of retirement income.
Work life expectancy/retirement life expectancy dilemma.
Methods (with examples) of wage replacement ratio.
Y Be careful not to use acronyms or jargon and proper spelling, grammar and speech is essential.
Tip: Feel free to create your own client and assumptions about that client. But you must cover the topics listed above.
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