Using these 10 questions can help you find the most well-rounded financial solution in each client scenario.
1. Does their current mix of portfolio assets provide them with long-term growth potential as well as reliable cash flow?
2. Is their current retirement income approach designed to help keep up with inflation?
3. Are there additional protections that should be added to their portfolios to ensure they have cash flow each month, regardless of the ups and downs of the financial markets?
4. How will they plan for the increasing cost of health care?
5. How will they pay for an unexpected long-term care need?
