Insurance can be the anchor in the plan of every client whose highest priority is safety.

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Having access to client IDs for trades is another priority for securities regulators, says Belinda Gibson of the Australian Securities and Investments Commission.

ECONOMIST: The fight against crooked trading gathers pace

You can file things in folders, apply labels to them and star to indicate priority right in the Gmail client.

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Consider a client who was wealthy and put his investing priority on funding his lifestyle in retirement.

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