Holistic Planning Is "In"

Tuesday, October 18, 2016

Determining what your clients' main investment objectives are can be challenging, but if you ask the right questions you can uncover important client insights, says Chris Conklin, vice president of individual annuities at The Standard. Read his Annuity Outlook article, “Holistic Planning Is 'In'” (accessed October 18, 2016).

 

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