What Goes Into a Life Expectancy Estimation?
While “life expectancy” is a common term that most people use to denote the amount of time someone has left to live, technically, that is not what life expectancy means […]
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4 Certifications Every Financial Advisor Needs When Working with the Senior Market
As a financial advisor who works with people over age 50, you’re likely reviewing the best ways to preserve, safely grow and ultimately draw down the investments many of your […]
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Why Senior Living Facilities Need Accurate Life Expectancy Reports
As a decision maker in the senior living industry, you recognize how important it is to find the perfect fit between your residents and your facility — the one that […]
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Financial Tools for Advisors that Save Time and Money for You and Your Clients
When it comes to managing your client’s wealth, the truth is in the numbers, and organization is your best friend. There is a lot of information to integrate, and situations […]
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