Private Client Services - High Net Worth Division

         

                Private Client Life Insurance Services                                                                         High Net Worth Division

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Geriatric Developmental Tasks
With the aging of the US population older clients will come to dominate the estate planning market well into the 21st century. With the ever-increasing numbers of older clients, estate-planning professionals need to reevaluate their assumptions about the psychological issues common to this age group. Understanding the concept of developmental tasks and their impact on older clients offers insights into two crucial areas that influence the quality and effectiveness of a professional relationship: behavior and decision making.