Opportunity Knocks

Dempsey, Kay I.
June 2010
Best's Review;Jun2010, Vol. 111 Issue 2, p65
Trade Publication
The article offers tips on how financial advisers can plan the financial security of clients. The author suggests that advisers must review every will and trust of the 2010 Estate Tax repeal. She notes that advisers must find solutions on how to provide clients with secure sources of additional income. She indicates that annuity, long-term care and life policies must also be reviewed.


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