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“Making an outright gift offers a way of helping clients help their children while they are still alive" - Time Investments' Rebecca Ward
So-called "death anxiety" can have a significant impact on financial planning, with fear of the inevitable preventing clients from preparing fully for the future, Rebecca Ward told delegates at the 2019 SIFA conference.
The Time Investments business development manager said clients tended to be afraid of death and this fear can prevent them from doing the planning necessary to protect their dependents. 'Don't wait...
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