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Overview
When a retirement adviser uses a written plan, it helps to increase confidence, satisfaction and trust with affluent clients, however, just half of these consumers have a formal written plan, according to a recent LIMRA Secure Retirement Institute study.

This study looked at Americans at three asset levels: $500,000 to $999,999, $1 million to $3.5 million, and $3.5 million-plus.

Here’s how written plans can benefit advisers and their clients:

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