Section 13 – Best Practices and Strategies Copy

  1. What strategies and knowledge do you have at your disposal to help your client make good planning decisions regarding their investments and retirement decisions? Sten mentioned a few; Fee layers, fees eating away returns, IRMAA, and retirement distributions.
  2. When showing retirement projections, have you ever shown different rates of return, including losses? If not, what do you need to do to add that to your workflow?