NISM 10B Investment Adviser Level 2 Notes
Page 36 Of 180
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Retirement Gap: Shortfall between required and available corpus.
Spousal Needs: Planning must account for both partners’ retirement.
Legacy Planning: Allocating assets for heirs post-retirement.
Retirement Portfolio: Mix of assets designed for income and growth.
Risk Management: Insurance and emergency funds safeguard retirement plans.
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NISM 10B NISM Investment Adviser Level 2
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