You Might Spot Your Clients’ Dementia Before Anyone Else

Expert Opinion April 01, 2025 at 09:16 AM
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What You Need To Know

  • One in three 85-year-olds have Alzheimer's and it’s among the most expensive of all diseases.
  • Financial mistakes are often the first sign of cognitive decline.
  • You should have a trusted contact on file for every client, under FINRA Rule 4512.
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