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Childfree Planning Turns Traditional Advice on Its Head
Analysis September 03, 2024 at 03:37 PM
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What You Need To Know
- Jay Zigmont believes his firm is creating a new category to serve a large and growing demographic.
- Childfree clients have different needs and goals when it comes to housing, insurance and estate planning.
- Neither the training nor the fee structures of most planners are suited to these investors' needs, Zigmont says.
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