Strategies for retirement income: A holistic approach utilizing many income sources

April 2013
Financial Planning;Apr2013, Vol. 43 Issue 4, pA6
The article focuses on strategies on retirement income planning. It states that income analysis tools help advisors create a holistic plan and educate clients. It mentions advisors should also consider insurance products as the baseline planning tool. It adds the importance of the relationship with the client and creating a holistic plan.


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