Lifelong Income: The Zone Strategy

There’s more than one way to build an income stream. Respected planner and market theoretician Jim Otar analyzes several scenarios that can result in clients outliving their money – and then gives detailed advice about how advisors can avoid those unwanted outcomes.

 
Accreditation Details 
Advocis: Technical 1.00 credit
IIROC: Professional Development 1.00 credit
IQPF: SFPA 1.00 credit
CSF: Sector 4 1.00 credit
 
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