Do clients estate/risk planning needs seem clear enough

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Question

Do the clients' estate/risk planning needs seem clear enough? Do you require added clarification? Do you require more information to know if the needs are in conflict with other objectives (if so, what)?

For the presentation, if you require information, state this as you discuss their goals. In general, you can assume that your clients have and will continue to maintain their current lifestyle.

Reference no: EM133615381

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