How to present and differentiate retirement income planning from traditional financial planning

> Understand the unique challenges and considerations in retirement income planning vs accumulation-focused strategies

> How to explain customizable retirement strategies: such as working longer, slush funds, legacy planning, and long-term care.

> How to evaluate retirement income strategies including total return strategies, annuities, or a blend of both

> Develop a follow-up process to ensure ongoing client engagement and learn how to guide clients through the next steps

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How to present and differentiate retirement income planning from traditional financial planning

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