PA 3.01 - Introduction to Peak Accumulation Phase of 3rd Age

PA 3.01 - Introduction to Peak Accumulation Phase of 3rd Age

File Type: MP4 video

Duration: 1:59 minutes

Filesize: 45.3MB

This video explains the importance of peak accumulation immediately prior to retirement. This lifestage can enjoy some tax effective strategies so it is relatively easy to demonstrate value for this group. Additionally this is a good time to build trust and empathy with the client and start to understand their concerns about their family.

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