TITLE

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

PUB. DATE
April 2013
SOURCE
Financial Planning;Apr2013, Vol. 43 Issue 4, pA6
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
86448088

 

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