TITLE

Of Policies and Products

AUTHOR(S)
Guyton, Jonathan
PUB. DATE
February 2010
SOURCE
Journal of Financial Planning;Feb2010, Vol. 23 Issue 2, p32
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the effects of new or modified financial products in the U.S. on financial planner's professional policies. It notes that financial planners need a framework or reframing to filter these offerings in order to make a careful and prescient judgment. It mentions that effective planning policies must be broad enough to encompass new or unexpected events, while also specific enough on not to leave doubt on the action response. It states that financial planning policies must be complete with definable outcomes, trigger points, and action steps that include such areas as investment management, present and future tax liabilities, cash flow planning, and sustainable withdrawals.
ACCESSION #
48074766

 

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