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  1. Dwarka Lakhan
    Longevity and unexpected health-care costs could derail many clients’ plans
  2. Lakhan Dwarka
    Without some risk, adequate returns over the long term are unlikely
  3. Beatrice Paez
    Don’t be just an order taker; discuss overall strategy with your clients
  4. Beatrice Paez
    Use visual tools to tell your story and show the power of compounding
  5. Beatrice Paez
    Misconceptions about debt and home equity can give clients a false sense of security
  6. Beatrice Paez
    Can your clients help their children without endangering their own retirement?
  7. Beatrice Paez
    Encourage them to find ways to lower expenses and set a clear plan
  8. Beatrice Paez
    Clients are likely to appreciate having potential problems flagged
  9. Beatrice Paez
    Failure to plan can leave families with messy problems after clients pass away
  10. Beatrice Paez
    You can help them stay on track and avoid spending more than they can afford