Commentary: Signs, symbols can help clients understand retirement planning

Using signs and symbols to represent retirement concepts can help clients better grasp the planning process, writes Adam Cufr of Fourth Dimension Financial Group. “Jot down a list of the financial concepts your clients would benefit from understanding. Then, consider how you can teach that concept in a way that makes them feel smarter, rather than making you sound smart,” Cufr writes. National Underwriter Life & Health (10/30)