Retirement ChecklistPosted on
If not timed perfectly, retirement could start on a slippery slope and end up disastrous for your client. Many people are eager to step into retirement, omitting the importance of making sure that every detail of their financial future is articulated. By sharing how he has seen firsthand the dangers of not planning your retirement carefully, MDRT Top of the Table Advisor Curtis Cloke is here to talk about retirement.
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