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One goal that every IFA must specialize inPratik Shah, Prudential Financial Inc, USA

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Key Take-Aways
  • Your clients can get loans for every other financial goal except retirement - should retirement planning therefore not be an advisor's primary focus

  • Retirement funds tend to be the largest corpus for any client and last the longest - why then would an advisor not want to specialize in retirement planning?

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Comments Posted
NARENDRA DATTATRAY SHRINGARPURE ARN NO :123662 THANE, 07 Feb 2019

Rightly said. But we have to create an awareness in the younger generation about the importance of retirement planning. Nobody wants to think about a goal which is far distant in the future.

Sunil Kapadia ARN NO :ARN-13665 Pune, 06 Feb 2019

Very appropriate and absolutely right. Thanks for sharing the views.

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