Aug 9, 2019
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on the basics of focusing a client conversation on the long-term fundamentals of retirement planning.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.