Don’T Let Your Clients Eat Dog Food When They’Re Old! PDF
By:Roger Roemmich
Published on 2014-08-11 by iUniverse
No hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, this can be a challenging time for the financial advisors, tax attorneys, certified public accountants, and insurance sales associates in charge of retirement planning for a diverse clientele. In his guidebook, Roger Roemmich presents an integrated approach to client retirement planning and management that demonstrates how to fit all the pieces of the puzzle together to create a sound action plan while advising clients before and after retirement. Roemmichwith four decades of experience in the financial arenashares his time-tested advice that includes tools for assessing retirement readiness with his unique CAMP score, educational handouts for clients, and detailed case studies that illustrate core concepts on integrating investment strategies with strategic planning regarding Social Security timing, Medicare supplemental insurance, and long-term care options. Dont Let Your Clients Eat Dog Food When Theyre Old! provides financial planners with valuable wisdom and innovative tips intended to help future retirees in their quest for freedom and quality of life during their golden years.
This Book was ranked at 28 by Google Books for keyword capital health plan medical policy.
Book ID of Don’T Let Your Clients Eat Dog Food When They’Re Old!'s Books is JDRTBAAAQBAJ, Book which was written byRoger Roemmichhave ETAG "R63kdLHqWqw"
Book which was published by iUniverse since 2014-08-11 have ISBNs, ISBN 13 Code is 9781491743737 and ISBN 10 Code is 1491743735
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Book which have "288 Pages" is Printed at BOOK under CategoryBusiness and Economics
Book was written in en
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