Having more conversations with your clients can help them perform a critical task: close some of the gaps they have in their retirement plans and protect their assets.
The article available in Advisor Today at this link http://www.digital.advisortoday.com/advisortoday/0520_september_october_2020/MobilePagedArticle.action?articleId=1623749#articleId1623749 shows you how to have some of these conversations with your clients.
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