Why Clients Get Lost

Fishbein, Robert A.
November 2011
Best's Review;Nov2011, Vol. 112 Issue 7, p92
Trade Publication
In this article the author discusses aspects of retirement plans. He states that insurance company clients often divert from their retirement planning objectives, by focusing on unimportant objectives. According to him, clients focusing on asset accumulation might face risks of poor investments, while those focusing only on investment returns neglect other aspects of secure retirement plans. He suggests insurance companies to encourage clients to start and continue simple retirement plans.


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