Use our new ‘Bucket strategy update’ presentation to discuss clients’ bucket strategy allocations (e.g. ‘Short-term needs’ and ‘Long-term needs’) in the same language you use to talk about retirement income planning.
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Use our new ‘Bucket strategy update’ presentation to discuss clients’ bucket strategy allocations (e.g. ‘Short-term needs’ and ‘Long-term needs’) in the same language you use to talk about retirement income planning.