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- ArticleAsk your clients how they would survive a sudden loss of income
- ArticleAdvisors are key to putting anxious investors back on track
- Special FeatureThis Partner Report from Natixis Global Asset Management shares key insights from its 2016 Global Survey of Individual Investors to help advisors better understand and address their clients’ needs.
- Meet with both spouses first, and remain objective
- Some expenses go down; some go up
- Most Canadians think government programs will cover LTC
- When dealing with couples, make sure both partners are equal participants
- ArticleNavigating the variables that could affect clients’ inheritances
- In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much should your clients save — and how to keep them on track for retirement.
- in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He gives tips on how to reach them.