NISM Series XVII: Retirement Adviser Certification Examination Notes

Page 96 Of 110

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  • Reverse Mortgage Property: Requires clear title to residential property.
  • Nomination Updates: Must be updated via POP or online.
  • Debt Management Priority: Prioritizing debt repayment enhances retirement security.
  • Health Insurance Coverage: Adequate coverage protects retirement funds.
  • Estate Planning Tools: Trusts and POA streamline wealth management.

NISM 17 Retirement Adviser

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