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  • 3 years ago
PPR 27: Retirement Income Planning Case Study

PPR 27: Retirement Income Planning Case Study

Marc Miller and Kraig Strom review an actual client case study.  Kraig's clients originally thought that retirement was out of reach.  They had researched retirement income options with a financial advisor and on multiple websites.  They were extremely disappointed with the post retirement income they were told to expect. 
After going through the retirement income analysis process, they now have hope for a brighter retirement future.  Now they are looking forward to a lifestyle that they had given up on.