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Thursday, February 5, 2015

Merrill Lynch Expands Capabilities to Help Clients Prepare for and Live Their Best Life in Retirement | Bank of America Newsroom

Merrill Lynch today announced a series of enhancements to Merrill Lynch Clear®, a pioneering approach that offers a more comprehensive way of helping people navigate to and throughout retirement. Introduced in May 2014, Merrill Lynch Clear modernizes the process of preparing for retirement through an exploration of seven distinct life priorities – including health, home, family, finance, giving, work and leisure – to help achieve desired outcomes.



Merrill Lynch Expands Capabilities to Help Clients Prepare for and Live Their Best Life in Retirement | Bank of America Newsroom

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