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3. Match the client to the appropriate type of retirement account. Keep in mind more than 1 option might be good for each client. Matching

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3. Match the client to the appropriate type of retirement account. Keep in mind more than 1 option might be good for each client. Matching Retirement Accounts Client Accounts a. Term Life Insurance b. Annuity c. Traditional IRA d. Roth IRA e. Whole Life Insurance retirement f. Mutual Fund Just starting a career Young family New 20-yr mortgage 35 year old high income Very close to

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