Many retired clients do not have debt or a need for additional life insurance or they are not insurable. How detailed should we get if the client has sufficient income to cover all living expenses and the only area we could assist with is their current investment portfolio.

Article ID: 215

Last updated: 20 Nov, 2019

Completely detailed. Comprehensive. Everything. Regardless of someone’s age or economic position, there are 139 things that need to be addressed in order for them to have their financial house in order and keep it that way, forever. Life insurance and debt are two of them. I appreciate that you were trained to think like an asset-gathering investment advisor and I’m excited that you have discovered the real world of truly comprehensive financial services. Stay on the path that we teach and you will soon be acquiring new Ideal Clients from the plethora of Financial Advisors who think like asset-gathering investment advisors.

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