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Article: Opportunities abound in the post-retirement planning market. (Cover Story).
- Article from:
- National Underwriter Life & Health-Financial Services Edition
- Article date:
- August 4, 2003
- Author:
CopyrightCOPYRIGHT 2003 Summit Business Media. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Post-retirement planning does not seem to get the same level of attention as pre-retirement planning. Perhaps it's because the financial professional views the tools necessary to work in this market as too different, or because the need for planning is considered less urgent in the later years.
Given the increasing longevity of our population, however, and the acknowledgement that total return and equity participation are still very important in the later years, there a numerous opportunities to provide a valuable service retired individuals--and get paid for your efforts.
Planning needs in retirement are actually very similar to pre-retirement needs. ...