16 Questions to Spark a Retirement Planning Conversation

Slideshow October 17, 2023 at 11:07 AM
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Losing weight, paying down debt and planning for retirement are examples of topics that people know are important but often avoid addressing. All involve problems that can get worse if you leave them alone. How can you get clients to move retirement planning further up their priority list? These 16 talking points present opportunities to gather information and provide guidance.