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Daily Archives: May 21, 2020

Things your clients should keep in mind if retiring during these crisis

By adminClient Management Mutual Funds Practice Management

Retiring during these tough times can be stressful. In times like these, distributors play an important part to provide assurance so that clients do not take any decision in panic. This may not be that bad, if your clients exercise their options diligently. Cash is the king: During trouble times like these, cash comes increasingly handy…

May 21, 2020
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