Need to get your client thinking about long-term financial planning? Try this tip.
Need to get your client thinking about long-term financial planning? Try this tip.
Explain that statistics show more Canadians are living to 100. Discuss your client’s chances of living this long, given her habits and family history. Be ready to offer investment options, such as segregated funds, annuities, guaranteed withdrawal benefit products, blue-chip dividend stock and long-term care insurance.
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