NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 90 Of 110
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Estate Distribution: Clear beneficiary designation avoids disputes.
POA Types: General or specific POA manages specific transactions.
Debt Repayment Strategy: Pre-retirement debt repayment ensures financial freedom.
Retirement Employment Options: Consultancy or business leverages expertise.
Health Corpus: A separate medical corpus covers health expenses.
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