As your client evaluates their future, whether or not they will have enough income, or if their retirement situation is set, they will need to make a clear and distinctive means of viewing these important items. Henry Whiffen's 16 Comprehensive Steps gives you a process for evaluating and implementing the things that are most valuable to your client.

Don't miss the slide set that accompanies this 16 step process slide set. Click here to learn more. Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

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Running Time: 41 min, 59 sec