Being conversant in the area of retirement plans has long been a staple for generating both assets under management and life insurance sales

 

Being fluent in the area of retirement plans has built many a practice to truly amazing levels.

 

Attached is an industry “white paper” which gathers the insights of a panel of distinguished experts in the field. It forecasts their collective impression of where the industry is headed and shows some significant opportunities for those of us who work in the trade. The complete version can be found here: Prescience 2019

 

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