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Why We Stay the Course- My Grandmother Client

 

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How to Prescribe a Happier Retirement for Your Clients

Advisors who understand healthcare and its costs can help their clients have peace of mind for the future and position themselves as valued resources.

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The Struggle is REAL   Out-Laws

OUT-LAWS

 

NAIFA is #NAIFAPROUD to show off Peter Smith this week.  This story will resonate with many of you out there as this could be you. Let’s keep it real. This is a true story about in-laws becoming out-laws. Due to the sensitive nature of the truth in this one, all names are fictional.

 

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What is Keeping Your Senior Clients Up at Night?

Understanding the key concerns of your senior clientele is an important aspect of building a stronger relationship. Providing them with the right product can help them feel better about what happens to their assets in the future. Understand the common concerns of senior clients, and what it..

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