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LIAM - Planning for Retirement

Your job as an advisor largely includes helping your clients prepare for retirement. You probably have two types of clients: those who have saved enough to retire comfortably, and those who might fall a little short. For our 4th installment in our Game of Life for Life Insurance Awareness Month, we are going to explore the use of life insurance in retirement planning for both types of clients.


See below for some great tools to help you! All files are available for download.