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CSA Journal 61 - The Mindful Advisor

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Print Copy of CSA Journal #61

Mindfulness, the practice of being fully present and aware, is becoming a growing phenomenon in alleviating stress. Should financial advisors be responsible for determining the cognitive ability of an older client? Selling annuities and other investment products to older clients who may have diminished mental capacity can bring criminal indictments, penalties, and fines against financial professionals. The legal and ethical issues underlying such cases are immense. Dick Weber and Frank Johns explain it all.

The award-winning CSA Journal is the leading professional publication in the senior market focusing on the emerging trends and critical issues of aging and the health, social, and financial interests and needs of the majority of seniors.

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