Retirement can have pitfalls. Some are specific to women. Do your female clients know the challenges they may face in the future? Help them understand and address their situation with our special flyer featuring factsand tips. Check out your August sales idea. Business owner clients can often delay critical planning due to the demands of running a business in today’s fast-paced world. But you can help them understand why planning for the future of their business is essential for: The overall financial well-being of their business and their personal plan The financial security of their family and employees Ensuring the legacy of their business extends to future generations
