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Should Clients Change Advisors When They Retire?
Analysis November 06, 2024 at 02:35 PM
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What You Need To Know
- Knowledge of Social Security claiming, Medicare, annuities and more are key elements of good in-retirement advice.
- Advisors who lack such knowledge may find themselves losing even long-tenured clients to true retirement experts.
- There are many potential pathways for advisors to invest in themselves by seeking education and certification.
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