TITLE

Why Clients Get Lost

AUTHOR(S)
Fishbein, Robert A.
PUB. DATE
November 2011
SOURCE
Best's Review;Nov2011, Vol. 112 Issue 7, p92
SOURCE TYPE
Trade Publication
DOC. TYPE
Opinion
ABSTRACT
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.
ACCESSION #
67005085

 

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