NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Reverse Mortgage Income: Provides tax-exempt annuity income.
  • Will Registration: Must be registered to ensure legal enforceability.
  • POA Scope: Can be general or specific, depending on needs.
  • Retirement Income Diversification: Multiple sources enhance stability.
  • Health Expense Planning: A medical corpus prevents corpus depletion.

NISM 17 Retirement Adviser

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