Summary: Even if your retirement isn't near, it's important to have a plan. It's like writing a will; you don't really need it today, but when you do need it and you don't have one, things are not going to end up the way you want them to.
 No advisor plans to die, get sick or have other family obligations that take them away from their business. But, as their clients must plan by drafting wills and financial plans, advisors must also be ready for any potential life changes.”Elizabeth McCourt, senior vice president, Renaissance Unlimited |
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