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Financial wellness survey graphics for client education


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The financial environment is still cloudy to more than 50 percent of Generation Y, Generation X and Boomers who have financial concerns, according to a recent financial wellness survey conducted on behalf of MDRT. These three graphics illustrate common concerns relative to financial wellness and reinforce the need for people to speak to a financial advisor and develop a tailored plan to accomplish their short and long-term financial goals. These materials can be used with clients as well as in education efforts.

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