Why sound retirement planning matters

Why sound retirement planning matters

Retirement can bring with it a number of challenges including the possibility of longevity risk, declining health, and deciding what to do with regards to the family home. This can call for advisers to engage their clients in what can sometimes be tough conversations in order to address these potential issues. Dante shares some key considerations for advisers about to embark on these conversations.



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Rosella Mamone


Very nice video, I am thinking how I can use it as marketing :) I don't mind more videos like it... Rosella

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